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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-10 |
| IN | RA | APPROVED | 2023-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company/Park Avenue | Indianapolis | IN | 07/2021 | 10/2023 |
| Horizon Planning Group | Indianapolis | IN | 11/2021 | 12/2022 |
| Indiana State University | Terre Haute | IN | 08/2020 | 05/2021 |
| Indiana State Univeristy | Terre Haute | IN | 08/2018 | 08/2020 |
| Corevision Financial Group | Shelbyville | IN | 05/2019 | 08/2019 |
| Honda Manufacturing Of Indiana | Greensburg | IN | 06/2018 | 08/2018 |
| Unemployed | Shelbyville | IN | 10/2013 | 05/2018 |
| Park Avenue Securities Llc | Indianapolis | IN | 06/2021 | 10/2023 |
| J.P. Morgan Securities Llc | Indianapolis | IN | 10/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Indianapolis | IN | 10/2023 | Present |
| Lifetime Finl Growth Of Indianapolis Llc | Indianapolis | IN | 01/2023 | 10/2023 |
| Brammer & Yeend Cpas | Shelbyville | IN | 02/2023 | 05/2023 |
| Lpl Financial Llc | Shelbyville | IN | 05/2019 | 08/2019 |
| Browning/Pike Finl Management, Llc | Shelbyville | IN | 05/2019 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-07 |
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