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Bloomington, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Financial Planning | Bloomington | IN | 11/2025 | Present |
| Global Vision Christian School (South Korea) | Mungyeong | 01/2015 | 02/2018 | |
| Target, Inc. | Bloomington | IN | 09/2018 | Present |
| Unemployed | Bloomington | IN | 03/2018 | 08/2018 |
1) TARGET, INC.; NON-INVESTMENT RELATED; 2966 E THIRD STREET, BLOOMINGTON, IN 47401; RETAIL; SPECIALTY SALES CONSULTANT (PART TIME); 09/2018; APPROX. 5 HOURS PER MONTH DURING NON-TRADING HOURS; CUSTOMER SERVICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-23 |
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