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401 Pennsylvania Pkwy Suite 100, Indianapolis, IN 46280 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-06 |
Branch Locations
401 Pennsylvania Pkwy Suite 100, Indianapolis, IN 46280 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bofa Securities, Inc. | New York | NY | 06/2021 | 04/2025 |
| Giant Eagle | Carmel | IN | 06/2018 | 12/2023 |
| Brebeuf Jesuit Highschool School | Indianapolis | IN | 08/2014 | 05/2018 |
| Indiana University | Bloomington | IN | 08/2018 | 05/2022 |
| Sapient Capital Llc | New York | NY | 04/2025 | Present |
| Plan Forward | Indianapolis | IN | 05/2019 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-26 |
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