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3625 E 96Th St, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Purchase | NY | 09/2006 | 11/2023 |
| Park Avenue Securities Llc | Purchase | NY | 09/2006 | 11/2023 |
| Invst, Llc | Indianapolis | IN | 11/2023 | Present |
Works less than 1hr per week as licensed mortgage broker and real estate agent. Mortgage entity: Red Oak Mortgage LLC Real Estate entity: Keller Williams Suburban Realty
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-23 |
| S66 | Uniform Combined State Law Examination | 2023-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-26 |
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