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Indianapolis, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-20 |
| IN | RA | APPROVED | 2025-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services, Inc. | Indianapolis | IN | 12/2015 | 03/2018 |
| Carmel High School Band Boosters | Carmel | IN | 09/2017 | 09/2018 |
| Jeff Queen Productions | Indianapolis | IN | 09/2017 | Present |
| J.P. Morgan Securites Llc | Westfield | IN | 03/2018 | 12/2021 |
| Jpmorgan Chase Bank, N.A. | Westfield | IN | 03/2018 | 12/2021 |
| Decatur Central Band Boosters | Indianapolis | IN | 10/2018 | 04/2019 |
| J.P. Morgan Securities Llc | Indianapolis | IN | 12/2021 | 06/2023 |
| Jpmorgan Chase Bank, N.A. | Indianapolis | IN | 12/2021 | 06/2023 |
| Wealthpoint Advisors Llc | Indianapolis | IN | 11/2023 | 08/2024 |
| Deerfield | Indianapolis | IN | 07/2024 | 07/2025 |
| Millennial Financial Planning Llc | Indianapolis | IN | 07/2025 | Present |
| Starbucks | Indianapolis | IN | 09/2025 | Present |
Starbucks - non investment-related; 7425 N. Keystone Ave. Indianapolis, IN 46240; Coffee shop; Barista; employee; 09/29/2025; 1-3 hours per week during securities trading hours; crafting coffee drinks, cleaning & stocking the store, cashiering
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-26 |
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