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401 Pennsylvania Pkwy Suite 100, Indianapolis, IN 46280 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-06 |
Branch Locations
401 Pennsylvania Pkwy Suite 100, Indianapolis, IN 46280 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Dallas | TX | 01/2015 | 01/2021 |
| Goldman Sachs & Co. Llc | New York | NY | 01/2021 | 07/2021 |
| Zoe Financial | Brooklyn | NY | 08/2021 | 06/2022 |
| Jp Morgan Chase | New York | NY | 08/2022 | 12/2022 |
| Northstar Investment Advisory Llc | New York | NY | 12/2022 | 07/2024 |
| Sapient Capital, Llc | New York City | NY | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-20 |
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