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550 Congressional Blvd Suite 350, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-07-19 |
Branch Locations
550 Congressional Blvd Suite 350, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Cincinnati | OH | 04/2015 | 09/2021 |
| U.S. Army Reserves | Columbus | OH | 05/2020 | 11/2021 |
| U.S. Department Of The Treasury | Washington | DC | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-21 |
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