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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Carmel | IN | 08/2022 | 03/2025 |
| Ruoff Mortgage | Fort Wayne | IN | 07/2021 | 06/2022 |
| Gnc | Fort Wayne | IN | 06/2018 | 08/2021 |
| Dunham's Sports | Auburn | IN | 11/2017 | 06/2018 |
| Fifth Third Securities, Inc. | Carmel | IN | 02/2024 | 03/2025 |
| Jpmorgan Chase Bank, N.A. | Carmel | IN | 03/2025 | Present |
| J.P. Morgan Securities Llc | Carmel | IN | 03/2025 | Present |
| Unemployed | Fort Wayne | IN | 03/2015 | 10/2017 |
| Unemployed | Fort Wayne | IN | 07/2022 | 07/2022 |
Entity Name: Indy Hygiene Hub Investment related: No "Address: 9511 Angola Ct. Indianapolis, IN 46268 indyhygienehub.org" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 10/15/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: It is a nonprofit providing essential hygiene items to families in central indiana. I will be serving as the treasurer and anticipate spending 5 hours per month volunteering my time in that position.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-13 |
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