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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 | 2025-09-05 |
| IN | RA | APPROVED | 2025-09-04 |
Branch Locations
3755 E 82Nd Street Ste 40, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Indiana University | Indianapolis | IN | 08/2015 | 05/2019 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 06/2018 | 06/2020 |
| Pruco Securities Llc | Indianapolos | IN | 06/2020 | 10/2020 |
| The Prudential Insurance Company Of America | Indianapolis | IN | 07/2020 | 10/2020 |
| Ameriprise Financial Services, Llc | Indianapolis | IN | 10/2020 | 09/2025 |
| Wells Fargo Advisors Financial Network, Llc | Indianapolis | IN | 09/2025 | Present |
| Austin Financial Strategies, Inc. | Indianapolis | IN | 06/2015 | 11/2017 |
| Home City Ice | Indianapolis | IN | 11/2017 | 06/2018 |
Outside Employment; Khepri Partners LLC; Associate Financial Advisor - Trading and research; Divorce ; 3755 E 82nd St, , Indianapolis, IN, 46240; Investment-Related; 10/12/2020; 60 hours per month; 60 during trading hours. TORCHLIGHT RESOLUTIONS; NOT INV RELATED; INDIANAPOLIS, IN; MEDIATION/LEGAL/DIVORCE SETTLEMENTS; CONSULTANT; START DATE: 01/01/2023; 5 HRS PER MONTH; 5 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-09 |
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