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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-29 |
| IN | RA | APPROVED | 2023-11-08 |
Branch Locations
8888 Keystone Crossing Ste 700, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab | Indianapolis | IN | 03/2015 | 04/2019 |
| Wells Fargo Advisors | Indianapolis | IN | 05/2019 | 06/2020 |
| Fidelity Investments | Carmel | IN | 07/2020 | 07/2021 |
| Northwestern Mutual Life Insurance Company | Carmel | IN | 07/2021 | 05/2022 |
| Northwestern Mutual Investment Services Llc | Carmel | IN | 07/2021 | 05/2022 |
| Charles Schwab & Co. Inc | Indianapolis | IN | 03/2015 | 04/2019 |
| Wells Fargo Clearing Services Llc | Indianapolis | IN | 04/2019 | 06/2020 |
| Fidelity Brokerage Services Llc | Carmel | IN | 07/2020 | 07/2021 |
| Northwestern Mutual Wealth Management Company | Carmel | IN | 01/2022 | 05/2022 |
| Mml Investors Services, Llc | Indianapolis | IN | 07/2022 | 02/2023 |
| Massmutual Life Insurance Co | Indianapolis | IN | 07/2022 | 02/2023 |
| Fidelity Personal And Workplace Advisors | Carmel | IN | 08/2020 | 07/2021 |
| Transamerica Financial Advisors, Inc | Fishers | IN | 04/2023 | 08/2023 |
| World Financial Group, Inc. | Fishers | IN | 02/2023 | 08/2023 |
| Westpoint Financial Group | Indianapolis | IN | 07/2022 | 02/2023 |
| Northwestern Mutual | Carmel | IN | 09/2021 | 04/2022 |
| Wells Fargo Advisors | Indianapolis | IN | 04/2019 | 07/2020 |
| Wells Fargo Clearing Services, Llc | Indianapolis | IN | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-15 |
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