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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Whitestown, IN • United States
14405 Clay Terrace Blvd Suite 150, Carmel, IN 46032-3612 • United States
100 Howe Drive, Covington, KY 41015-5000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caston Jr/Sr High School | Fulton | IN | 05/2011 | 06/2017 |
| Pastime Tournaments | Carmel | IN | 05/2017 | 08/2017 |
| Indiana University | Bloomington | IN | 08/2017 | 05/2021 |
| Pastime Tournaments | Carmel | IN | 05/2018 | 08/2018 |
| Pastime Tournaments | Carmel | IN | 05/2019 | 08/2019 |
| Pastime Tournaments | Carmel | IN | 06/2020 | 07/2020 |
| Doordash | Bloomington | IN | 05/2020 | 11/2020 |
| Thrivent Investment Management Inc | Carmel | IN | 05/2021 | 07/2022 |
| Thrivent Financial | Appleton | WI | 05/2021 | 10/2021 |
| Thrivent Financial | Appleton | WI | 10/2021 | 07/2022 |
| Fidelity | Westfield | IN | 08/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-30 |
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