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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-12-19 |
Branch Locations
12711 N. Meridian Street, Carmel, IN 46032 • United States
Indianapolis, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide | Grandview Heights | OH | 02/2015 | 05/2022 |
| Capital Group - American Funds Distributors, Inc. | Carmel | IN | 06/2022 | 09/2023 |
| Michael Kors | Columbus | OH | 10/2016 | 01/2018 |
| Capital Group - American Funds Distributors, Inc. | Carmel | IN | 09/2023 | 04/2026 |
| Capital Group/Capital Client Group, Inc. | Carmel | IN | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-24 |
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