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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-07-03 |
Branch Locations
250 E 96Th Street Suite 550, Indianapolis, IN 46240 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 07/2020 | 09/2021 |
| H&D Superent | Muncie | IN | 06/2019 | 07/2020 |
| Chick-Fil-A Of Muncie | Muncie | IN | 08/2019 | 03/2020 |
| Ball State University | Muncie | IN | 08/2016 | 03/2019 |
| Rural King | New Castle | IN | 05/2016 | 08/2018 |
| Ball State University | Muncie | IN | 08/2015 | 07/2020 |
| Robinhood Financial, Llc | Lake Mary | FL | 09/2021 | 12/2021 |
| Fidelity Investments | Carmel | IN | 01/2022 | 02/2024 |
| Invst Llc | Indianapolis | IN | 02/2024 | 04/2024 |
| Allworth Financial | Indianapolis | IN | 06/2024 | Present |
| Aw Securities | Indianapolis | IN | 06/2024 | Present |
Hambones Trivia - not investment related - Indianapolis, IN - entertainment - host - 3 hours a week, none during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-07 |
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