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Colorado Springs, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-21 |
| IN | RA | APPROVED | 2022-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iupuc | Columbus | IN | 08/2016 | 05/2017 |
| Indiana University | Bloomington | IN | 08/2017 | 12/2019 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 01/2020 | 08/2021 |
| Strong Wealth | Zionsville | IN | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-23 |
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