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Elkhart, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-02-10 |
| WA | RA | APPROVED | 2024-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 06/2019 | 12/2020 |
| Uber | Bloomington | IN | 10/2017 | 06/2019 |
| Lyft | Bloomington | IN | 10/2017 | 06/2019 |
| Btownmenus | Bloomington | IN | 12/2016 | 06/2019 |
| Huhot Mongolian Grill | Bloomington | IN | 09/2016 | 10/2016 |
| Indiana University | Bloomington | IN | 08/2015 | 05/2019 |
| Hacienda Mexican Restaurant | Elkhart | IN | 12/2016 | 01/2017 |
| Unemployed | Bloomington | IN | 12/2020 | 03/2021 |
| Lpl Financial Llc | Bloomfield | IN | 03/2021 | 07/2021 |
| Northwest Bank | Bloomfield | IN | 03/2021 | 07/2021 |
| Uber | Bloomington | IN | 07/2021 | 04/2022 |
| Braavo Capital | Lacey | WA | 04/2022 | 01/2023 |
| Commonwealth Financial Network | Waltham | MA | 01/2023 | 03/2023 |
| Navigate Financial | Lacey | WA | 03/2023 | 08/2024 |
| Commonwealth Financial Network | Waltham | MA | 03/2023 | 08/2024 |
| Vitality Wealth Planning Llc | Lacey | WA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-09 |
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