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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-06-27 |
Branch Locations
12711 N. Meridian Street, Carmel, IN 46032 • United States
Whitestown, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cedarville University | Cedarville | OH | 01/2014 | 05/2018 |
| Rinnova Coffee | Cedarville | OH | 01/2016 | 01/2018 |
| American Honda Motor Co., Inc. | Troy | OH | 05/2017 | 08/2017 |
| American Funds | Carmel | IN | 08/2018 | 08/2019 |
| Unemployed | Indianapolis | IN | 05/2018 | 08/2018 |
| American Funds | Carmel | IN | 08/2019 | 04/2020 |
| American Funds | Carmel | IN | 04/2020 | 01/2021 |
| American Funds | Carmel | IN | 01/2021 | 09/2023 |
| Poshmark | Redwood City | CA | 05/2023 | Present |
| Capital Group - American Funds Distributors, Inc. | Carmel | IN | 09/2023 | Present |
POSHMARK POSITION: Posher NATURE: Selling used items/clothes on Poshmark. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: Redwood City CA 94065, United States DESCRIPTION: Re-selling used items/clothes on Poshmark (online thrift store) for fun & to clear out my closet.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-01 |
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