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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-05-30 |
Branch Locations
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
8801 River Crossing Blvd Suite 100, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sheaff Brock Investment Advisors, Llc | Indianapolis | IN | 11/2020 | 09/2025 |
| 40|86 Advisors | Carmel | IN | 11/2016 | 09/2020 |
| Fitch Ratings | Chicago | IL | 09/2011 | 10/2016 |
| Innovative Portfolios, Llc | Indianapolis | IN | 06/2021 | 10/2025 |
| Allworth Financial | Indianapolis | IN | 05/2025 | Present |
CFA Society of Indianapolis, Non Investment Related, 8801 River Crossing BLVD, Ste 100, Indianapolis IN 46240, Non Profit, President, Board Member, Start: July 2024, 20 HRS/2 HRS, Oversee the organization's operations according to the mission and serve members. Work as a liaison between the local society and the CFA Institute.
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