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2713 Rockford Lane, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sycamore Financial | Kokomo | IN | 11/2025 | Present |
| Careerwise Usa | Denver | CO | 10/2022 | 10/2025 |
| Amazon Inc | Indianapolis | IN | 07/2021 | 02/2023 |
| University Of Illinois Champaign-Urbana Gies School Of Business | Champaign | IL | 01/2025 | Present |
| Indiana University | Kokomo | IN | 08/2014 | 05/2017 |
| The Correspondent - Indiana University Kokomo Student Newspaper | Kokomo | IN | 06/2015 | 06/2017 |
| Matthes Dental | New York | NY | 05/2017 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-03 |
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