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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
8480 Keystone Crossing, Indianapolis, IN 46240-2437 • United States
Indianapolis, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 06/2021 | 10/2022 |
| Kroger | Greenwood | IN | 12/2016 | 02/2017 |
| Dorm Deals | Indianapolis | IN | 06/2018 | 08/2018 |
| Level365 | Indianapolis | IN | 05/2019 | 08/2019 |
| Amazon | Plainfield | IN | 05/2020 | 08/2020 |
| Kat Executives | Irving | TX | 11/2020 | 12/2020 |
| Roncalli High School | Indianapolis | IN | 08/2013 | 05/2017 |
| Wabash College | Crawfordsville | IN | 09/2017 | 11/2017 |
| Wabash College | Indianapolis | IN | 12/2017 | 01/2018 |
| Wabash College | Crawfordsville | IN | 08/2017 | 05/2021 |
| N/A | Indianapolis | IN | 06/2017 | 07/2017 |
| Wabash College (Lilly Library) | Crawfordsville | IN | 02/2018 | 05/2021 |
| Walmart | Irving | TX | 12/2020 | 01/2021 |
| Fidelity Investments | Greenwood | IN | 12/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-17 |
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