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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-21 |
| IN | RA | APPROVED | 2023-07-27 |
Branch Locations
9701 Indianapolis Boulevard, Highland, IN 46322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 07/2020 | 07/2021 |
| Unemployed | Merrillville | IN | 03/2020 | 07/2020 |
| National Securities | Chicago | IL | 11/2019 | 02/2020 |
| Banker's Life | Valparaiso | IN | 05/2019 | 11/2019 |
| Unemployed | Munster | IN | 01/2019 | 05/2019 |
| Gohealth | Chicago | IL | 08/2017 | 12/2018 |
| Indiana University | Bloomington | IN | 08/2016 | 05/2017 |
| Guardian Life Insurance | Irving | TX | 08/2021 | 10/2021 |
| Park Avenue Securities | Irving | TX | 09/2021 | 10/2021 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 05/2022 | 05/2023 |
| Polaris Ventures | North Richland Hills | TX | 10/2021 | 03/2022 |
| Capitol Wealth Strategies | Irving | TX | 08/2021 | 10/2021 |
| The Vanguard Group, Inc. | Plano | TX | 05/2022 | 06/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 07/2023 | Present |
| Centier Bank | Highland | IN | 07/2023 | Present |
| Cetera Investment Advisers Llc | Highland | IN | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-30 |
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