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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-19 |
| IN | RA | APPROVED | 2024-03-04 |
Branch Locations
250 W 161St Street, Westfield, IN 46074 • United States
13085 Pettigru Dr, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Indianapolis | IN | 05/2021 | 09/2021 |
| Swing-In Pizza | Bloomington | IN | 11/2019 | 02/2021 |
| Buffalo Wild Wings | Bloomington | IN | 10/2019 | 12/2019 |
| Us Census Bureau | Bloomington | IN | 08/2019 | 10/2019 |
| Cheddar's Scratch Kitchen | Bloomington | IN | 11/2018 | 08/2019 |
| Nolan's Lawn Care | Bloomington | IN | 05/2020 | 07/2020 |
| The Legends Gold Course | Franklin | IN | 10/2017 | 04/2018 |
| Lehigh Cement | Logansport | IN | 06/2018 | 08/2018 |
| Regions Bank | Indianapolis | IN | 11/2021 | 02/2024 |
| Cetera Investment Advisers Llc | Indianapolis | IN | 11/2021 | 02/2024 |
| A Cut N Edge | Pittsboro | IN | 07/2021 | 11/2021 |
| J.P. Morgan Securities Llc | Carmel | IN | 02/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Carmel | IN | 02/2024 | Present |
| Westpoint Financial Group | Indianapolis | IN | 05/2021 | 09/2021 |
| Indiana University | Bloomington | IN | 10/2018 | 04/2019 |
| Unemployed | Franklin | IN | 09/2016 | 09/2017 |
| Unemployed | Bloomington | IN | 05/2018 | 05/2018 |
| Unemployed | Bloomington | IN | 09/2018 | 09/2018 |
| Unemployed | Bloomington | IN | 03/2021 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-10 |
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