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463 South Park Ridge Road #102, Bloomington, IN 47401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-04-02 |
| TX | RA | APPROVED | 2026-04-02 |
Branch Locations
463 South Park Ridge Road #102, Bloomington, IN 47401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Engines Advisors | Greenwood | IN | 04/2015 | 11/2019 |
| Raymond James & Associates | Bloomington | IN | 11/2019 | 04/2026 |
| Mosaic Wealth Management Llc | Bloomington | IN | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-02-28 |
| S66 | Uniform Combined State Law Examination | 2010-04-29 |
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