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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED | 2025-06-30 |
Branch Locations
6529 Whitestown Pkwy, Zionsville, IN 46077-7621 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Group / American Funds Distributors, Inc. | Carmel | IN | 08/2022 | 05/2023 |
| Stair Supplies | Goshen | IN | 06/2018 | 08/2018 |
| Stair Supplies | Goshen | IN | 05/2019 | 12/2019 |
| Stair Supplies | Goshen | IN | 05/2020 | 08/2020 |
| Edward Jones | Goshen | IN | 01/2021 | 08/2021 |
| Tractor Supply | Goshen | IN | 08/2016 | 11/2016 |
| Walmart Supercenter | Goshen | IN | 06/2017 | 09/2017 |
| Purdue University | West Lafayette | IN | 08/2018 | 05/2022 |
| Goshen High School | Goshen | IN | 08/2014 | 05/2018 |
| Capital Group - American Funds Distributors, Inc. | Carmel | IN | 05/2023 | 05/2024 |
| Unemployed | Carmel | IN | 05/2022 | 08/2022 |
| Lpl Financial Llc | Brownsburg | IN | 06/2024 | 06/2025 |
| State Bank Of Lizton | Brownsburg | IN | 06/2024 | 06/2025 |
| Ameriprise Financial Services, Llc | Zionsville | IN | 06/2025 | Present |
Outside Employment; State Bank; Financial Advisor, to manage client investments.; Manage advisory business; 6529 E. Whitestown Parkway, , Zionsville, IN, 46077; Investment-Related; 05/20/2024; 40 to 59 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-14 |
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