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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Plano | TX | 04/2015 | 05/2017 |
| Charles Schwab Bank | Plano | TX | 03/2015 | 05/2017 |
| J.P. Morgan Securities Llc | Indianapolis | IN | 05/2017 | 01/2019 |
| Fifth Third Bank | Greenwood | IN | 02/2019 | 04/2019 |
| Fifth Third Securities | Greenwood | IN | 02/2019 | 04/2019 |
| Edward Jones | St.LOuis | MO | 04/2019 | 01/2020 |
| The Prudential Insurance Company Of America | Indianapolis | IN | 01/2020 | 09/2020 |
| Pruco Securities | Indianapolis | IN | 01/2020 | 09/2020 |
| Lbmz Securities, Inc. | Chicago | IL | 09/2020 | 08/2025 |
| Omega Wealth Private Capital | Cincinnati | OH | 07/2025 | 12/2025 |
| Cetera Investment Services Llc | Saint Cloud | MN | 12/2025 | Present |
| Cetera Investment Advisers Llc | Mooresville | IN | 12/2025 | Present |
| Regions Bank | Mooresville | IN | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-30 |
| S66 | Uniform Combined State Law Examination | 2014-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-18 |
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