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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-08-03 |
Branch Locations
Indianapolis, IN • United States
Carmel, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Carmel | IN | 06/2011 | 05/2025 |
| Tiaa | Carmel | IN | 06/2011 | 05/2025 |
| Valic Financial Advisor, Inc | Carmel | IN | 05/2025 | 08/2026 |
| Agia | Houston | TX | 05/2025 | 08/2026 |
| Voya Financial Advisors | Indianapolis | IN | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-13 |
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