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9333 N Meridian St Ste 300, Indianapolis, IN 46260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-08-22 |
Branch Locations
9333 N Meridian St Ste 300, Indianapolis, IN 46260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Financial Services | Indianapolis | IN | 05/2025 | Present |
| 317 Seal | Carmel | IN | 09/2023 | 05/2025 |
| Charles Schwab | Indianapolis | IN | 09/2021 | 09/2023 |
| The Farmer's Kitchen | Farmington | NH | 08/2020 | 08/2021 |
| Cigna Health Insurance | Chatanooga | TN | 09/2019 | 08/2020 |
| The Farmer's Kitchen | Farmington | NH | 05/2015 | 09/2019 |
As an employee of NorthWest Financial Services, Inc. (Indianapolis, IN), adviser maintains an insurance license (investment-related). Adviser spends approximately 2 hours per month during trading hours evaluating and recommending insurance for clients. Insurance license obtained in 2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-22 |
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