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1630 W Oak St Suite 201, Zionsville, IN 46077 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-02-26 |
Branch Locations
1630 W Oak St Suite 201, Zionsville, IN 46077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Monument Circle Group | Zionsville | IN | 01/2024 | Present |
| Milliman-Indianapolis Health | Indianapolis | IN | 09/2023 | 01/2024 |
| The Monument Circle Group | Zionsville | IN | 06/2023 | 08/2023 |
| Purdue University | West Lafayette | IN | 01/2023 | 05/2023 |
| Purdue University | West Lafayette | IN | 08/2022 | 12/2022 |
| Wtw | Chicago | IL | 06/2022 | 08/2022 |
| Purdue University | West Lafayette | IN | 01/2022 | 05/2022 |
| Purdue University | West Lafayette | IN | 08/2021 | 12/2021 |
| Milliman-Indianapolis Health | Indianapolis | IN | 06/2021 | 08/2021 |
| The Monument Circle Group | Zionsville | IN | 05/2020 | 08/2020 |
| Student | Zionsville | IN | 01/2016 | 04/2020 |
| Student | West Lafayette | IN | 08/2020 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-26 |
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