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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-05-15 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
8480 Keystone Crossing, Indianapolis, IN 46240-2437 • United States
Brownstown, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Zionsville | IN | 06/2019 | 06/2020 |
| Buffalo Wild Wings | Indianapolis | IN | 11/2017 | 05/2018 |
| Rose Acres | Seymour | IN | 11/2015 | 10/2019 |
| Kelly School Of Business | Indianapolis | IN | 10/2018 | 05/2020 |
| Qtego | Indianapolis | IN | 07/2016 | 02/2023 |
| Door Dash | Indianapolis | IN | 07/2020 | 02/2023 |
| Lutheran Community Home | Seymour | IN | 03/2020 | 06/2021 |
| Equitable Advisors, Llc | New York | NY | 10/2020 | 11/2021 |
| Raymond James Financial Services, Inc. | Seymour | IN | 12/2021 | 07/2022 |
| Raymond James Financial Services Advisors, Inc | Seymour | IN | 05/2022 | 07/2022 |
| Instacart | San Fransisco | CA | 09/2022 | 02/2023 |
| Jackson County Bank | Seymour | IN | 12/2021 | 07/2022 |
| Rover | Olympia | WA | 10/2022 | 02/2023 |
| Walmart Distribution Center | Seymour | IN | 08/2022 | 09/2022 |
| Saintsbury Tavern | The Colony | TX | 01/2023 | 02/2023 |
| Fidelity Investments | Westlake | TX | 02/2023 | Present |
| Indiana University Purdue University Indianapolis | Indianapolis | IN | 08/2016 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-96315|OrgNmn:Qtego|Org Addr:Indianapol,Indiana,US|OBA Nature:Silent Auction Technology Comp|Invst Rel:N|Title:Event Assistant|Duties:Attending events 1-2 times per month in Houston|StrtDt:02-22-23|TotHrs/mon:10|TrdHrs/mon:0|OBA-96317|OrgNmn:Rover|Org Addr:Seattle,Washington,US|OBA Nature:Dog Watching|Invst Rel:N|Title:Dog Sitter|Duties:Watching dogs or homes while the owners are gone, at the owners homes.|StrtDt:02-24-23|TotHrs/mon:10|TrdHrs/mon:0|OBA-96321|OrgNmn:DoorDash|Org Addr:San Fransi,California,US|OBA Nature:Food Delivery|Invst Rel:N|Title:Dasher|Duties:Delivering food|StrtDt:02-10-23|TotHrs/mon:5|TrdHrs/mon:0|OBA-105422|OrgNmn:Real Estate|Org Addr:Fort Worth,Texas,US|OBA Nature:I would obtain an LLC to do re|Invst Rel:Y|Title:Independent Contractor|Duties:Driving around the city of Fort Worth to find homes listed for sale. Once one is found, I will find a buyer for said home.|StrtDt:01-23-24|TotHrs/mon:30|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-12 |
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