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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-22 |
| IN | RA | APPROVED | 2025-08-14 |
Branch Locations
510 E 96Th St, Indianapolis, IN 46240 • United States
100 N Michigan St, South Bend, IN 46601 • United States
777 E Eisenhower Pkwy, Ann Arbor, MI 48108 • United States
11530 Illinois St, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Securities Corporation | Indianapolis | IN | 10/2012 | 02/2017 |
| Stifel, Nicolaus & Company, Incorporated | Indianapolis | IN | 02/2017 | 04/2022 |
| Raymond James & Associates | Carmel | IN | 04/2022 | 07/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis | IN | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-26 |
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