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11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-23 |
Branch Locations
4709 Montgomery Lane, Bethesda, MD 20814 • United States
11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sullivan & Company Cpas | Bethesda | MD | 12/2017 | Present |
| Baker Tilly | Kathmandu | 10/2015 | 12/2017 | |
| Archer Investment Corporation | Indianapolis | IN | 09/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-20 |
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