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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2026-07-31 |
Branch Locations
8888 Keystone Crsg Ste 700, Indianapolis, IN 46240 • United States
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-03 |
| IN | RA | APPROVED | 2025-04-02 |
| TX | RA | APPROVED_RES | 2025-04-02 |
Branch Locations
7335 Crossleigh Ct Ste 100, Toledo, OH 43617 • United States
Richmond, IN • United States
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 & Co., Inc. | Richmond | IN | 03/2015 | 04/2025 |
| Wells Fargo Clearing Services, Llc | Indianapolis | IN | 04/2025 | Present |
| Wells Fargo Advisors Financial Network | Indianapolis | IN | 07/2026 | Present |
FINRA ARBITRATOR; INV RELATED; WASHINGTON, DC; ARBITRATOR; 11/2024; 20 HOURS PER MONTH; 0 DURING TRADING; INDEPENDENT CONTRACTOR WOODSIDE CONDOMINIUM ASSOCIATION ; NOT INV RELATED; RICHMOND,IN; HOA; VICE-PRESIDENT; START DATE: 10/17/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-14 |
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