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401 Pennsylvania Pkwy Suite 100, Indianapolis, IN 46280 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-17 |
Branch Locations
33 N Lasalle St Suite 200, Chicago, IL 60602 • United States
401 Pennsylvania Pkwy Suite 100, Indianapolis, IN 46280 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Deerfield | IL | 08/2020 | 04/2026 |
| New York Life Insurance | Addison | TX | 03/2016 | 08/2020 |
| Sapient Capital, Llc | Chicago | IL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-19 |
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