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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-04-01 |
Branch Locations
220 Nw Third Street Suite 205, Evansville, IN 47708 • 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 |
|---|---|---|---|---|
| Prudential Financial | Princeton | IN | 02/2021 | 10/2023 |
| Association Member Benefits Advisors | Indianapolis | IN | 09/2020 | 01/2021 |
| Practice By The Numbers Llc | Evansville | IN | 01/2013 | 12/2020 |
| Lifetime Financial Growth | Evansville | IN | 11/2023 | 03/2026 |
| Farther | Evansville | IN | 03/2026 | Present |
Independent Insurance Agent; not investment-related; started 08/2020; approximately 10 hours per month, 2 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-04 |
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