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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-14 |
| TX | RA | APPROVED_RES | 2026-01-14 |
Branch Locations
7040 N College Ave, Indianapolis, IN 46220 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ch Douglas & Gray | Indianapolis | IN | 05/2021 | 01/2025 |
| Winthrop University | Rock Hill | SC | 08/2017 | 05/2021 |
| Education | Rock Hill | SC | 06/2011 | 07/2017 |
| Brueggers Bagels | Columbia | SC | 12/2015 | 08/2017 |
| Career And Civic Engagement Office | Rock Hill | SC | 08/2017 | 05/2021 |
| Ch Douglas & Gray | Indianapolis | IN | 01/2025 | Present |
| Farther | Indianapolis | IN | 01/2026 | Present |
Independent Insurance Agent; not investment-related; started 06/2020; approximately 3-5 hours per month, 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-24 |
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