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9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-05-06 |
| NC | RA | APPROVED | 2026-05-06 |
Branch Locations
Greenfield, IN • United States
9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Carmel | IN | 01/2016 | 01/2019 |
| American United Life | Indianapolis | IN | 01/2019 | 04/2019 |
| Oneamerica Securities | Indianapolis | IN | 02/2019 | 04/2019 |
| Northview Church | Indianapolis | IN | 04/2019 | 12/2019 |
| Unemployed | Fortville | IN | 01/2020 | 02/2020 |
| Valic Financial Advisors, Inc. | Carmel | IN | 02/2020 | 09/2020 |
| Wealthcare Partners Llc | Indianapolis | IN | 09/2020 | 10/2021 |
| Cwm, Llc Dba Carson Patners | Indianapolis | IN | 09/2020 | 10/2021 |
| Cetera Advisor Networks | Indianapolis | IN | 09/2020 | 10/2021 |
| Transamerica Life Insurance Company | Pendleton | IN | 11/2021 | 07/2024 |
| Transamerica Investors Securities Corporation | Pendleton | IN | 11/2021 | 07/2024 |
| The Financial Resource Center | Carmel | IN | 07/2024 | 12/2025 |
| Charles Schwab & Co, Inc | Indianapolis | IN | 01/2026 | 04/2026 |
| Schwab Wealth Advisory, Inc | Indianapolis | IN | 01/2026 | 04/2026 |
| Alight Financial Solutions Llc | Greenfield | IN | 04/2026 | Present |
Name of Business: Mt Vernon School Corporation for Lifewise Academy Is business investment related?: No Business Address: PO Box 1179 Hilliard, OH 43026 Nature of Business: volunteer board member for the local program Position: Board member Start date: Sep 01, 2025 Approximate Hours: 1-5 Duties: I help out with the leadership aspect and I do not handle the finances
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-13 |
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