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111 Congressional Blvd., Suite 100, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-02-17 |
Branch Locations
111 Congressional Blvd., Suite 100, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shepherd Financial | Wilmington | DE | 09/2024 | Present |
| Bcm Wealth Management | Wilmington | DE | 02/2021 | 09/2024 |
| Pcs Retirement | Philadelphia | PA | 09/2020 | 02/2021 |
| Coastal Carolina University | Conway | SC | 08/2016 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-26 |
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