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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-05-29 |
Branch Locations
12711 N. Meridian Street, Carmel, IN 46032 • United States
Indianapolis, IN • United States
3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 01/2021 | 08/2021 |
| State Street Corporation | Hadley | MA | 06/2017 | 11/2018 |
| Appleton Corporation | Holyoke | MA | 05/2018 | 01/2019 |
| University Of Massachusetts | Amherst | MA | 01/2019 | 05/2019 |
| Advantage Staffing | West Springfield | MA | 06/2019 | 07/2019 |
| Oracle Corporation | Burlington | MA | 07/2019 | 10/2020 |
| Unemployed | Medford | MA | 10/2020 | 01/2021 |
| State Street Global Advisors Funds Distributors, Llc | Boston | MA | 08/2021 | 04/2025 |
| University Of Massachusetts | Amherst | MA | 01/2016 | 05/2019 |
| Capital Group / Capital Client Group, Inc. | Indianapolis | IN | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-29 |
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