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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-10-01 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
2920 East 96 Street, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Indianapolis | IN | 03/2013 | 09/2017 |
| Lpl Financial, Llc | Indianapolis | IN | 09/2017 | 05/2018 |
| Strategic Benefit Consultants, Inc. | Indianapolis | IN | 09/2017 | 09/2024 |
| Cerity Partners Llc | Indianapolis | IN | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-14 |
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