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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-03-03 |
| TX | RA | APPROVED | 2023-03-03 |
Branch Locations
1 E Ohio St Floor 17, Indianapolis, IN 46204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shore Beach Service | Hilton Head Island | SC | 06/2017 | 08/2017 |
| Ball State University | Muncie | IN | 01/2018 | 01/2019 |
| Valeo Financial Advisors | Carmel | IN | 05/2019 | 08/2019 |
| Valeo Financial Advisors | Carmel | IN | 08/2019 | 02/2023 |
| Ball State University | Muncie | IN | 08/2015 | 05/2019 |
| Waglabs (Self-Employed) | Indianapolis | IN | 01/2020 | 02/2023 |
| Jpmorgan Chase Bank, N.A. | Indianapolis | IN | 02/2023 | Present |
| J.P. Morgan Securities Llc | Indianapolis | IN | 02/2023 | Present |
| Shore Beach Service | Hilton Head Island | SC | 06/2018 | 08/2018 |
Entity Name: Downtown Indy Alliance Investment related: No Address: 111 Monument Circle Suite 250 Indianapolis, IN 46204 https://downtownindy.org/ Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 11/15/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I serve on the Downtown Indy Alliance Marketing Board of Directors. I do not manage the relationship nor discuss it in my engagement with the board. The board drives organizational growth by acting as brand ambassadors, leveraging their networks for visibility, and providing strategic guidance on messaging, audience engagement, and digital outreach.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-17 |
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