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8940 River Crossing Blvd. Suite 120, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-06-03 |
Branch Locations
8940 River Crossing Blvd. Suite 120, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 10/2019 | 02/2022 |
| Brookfield Properties Retail | Chicago | IL | 06/2018 | 10/2019 |
| Indiana University | Bloomington | IN | 08/2014 | 05/2018 |
| Ubs Financial Services Inc. | Northbrook | IL | 02/2022 | 09/2022 |
| Bbr Partners | Chicago | IL | 09/2022 | 12/2023 |
| Ameriprise Financial Services, Llc | Chicago | IL | 01/2024 | 06/2024 |
| Hamilton Capital Partners Llc | Atlanta | GA | 06/2024 | 04/2025 |
| Bedel Financial Consulting | Indianapolis | IN | 04/2025 | Present |
Good News Coffee - Indianapolis, Indiana - Co-Owner, general work/bookkeeping - Hours as needed, none during market hours. Involved since January 2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-14 |
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