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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co. Inc. | Indianapolis | IN | 03/2013 | 11/2019 |
| Kelly Educational Staffing | Troy | MI | 12/2019 | 10/2022 |
| State Of Indiana Office Of The Attorney General Todd Rokita | Greenwood | IN | 06/2020 | 10/2021 |
| Pink Party Palace Indy | Indianapolis | IN | 08/2020 | 10/2022 |
| Transamerica Agency Network | Indianapolis | IN | 12/2019 | 01/2022 |
| Transamerica Financial Advisors, Inc | Miamisburg | OH | 03/2021 | 01/2022 |
| Assurance Iq, Llc | Bellevue | WA | 09/2021 | 01/2022 |
| Ubs Financial Services Inc | Indianapolis | IN | 01/2022 | 06/2022 |
| Fidelity Investments | Indianapolis | IN | 10/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-132489|OrgNmn:Warren Central High School|Org Addr:Indianapol,Indiana,US|OBA Nature:Public School|Invst Rel:N|Title:Independent Contractor|Duties:I would be a facilitator for volleyball drills and coaching athletes for games. |StrtDt:08-03-26|TotHrs/mon:40|TrdHrs/mon:20|OBA-92447|OrgNmn:Kelly Education Services|Org Addr:Indianapol,Indiana,US|OBA Nature:I go to schools when teachers |Invst Rel:N|Title:Substitute Teacher|Duties:Monitor students while the teacher is out|StrtDt:08-01-12|TotHrs/mon:0.01|TrdHrs/mon:0.01|OBA-106727|OrgNmn:Tenille Redwine|Org Addr:Indianapol,Indiana,US|OBA Nature:Volleyball Coaching|Invst Rel:N|Title:Volleyball Trainer|Duties:Coach Volleyball to youth agest 8-18|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|OBA-127314|OrgNmn:Volleyball Official|Org Addr:Indianapol,Indiana,US|OBA Nature:officiate many sports to inclu|Invst Rel:N|Title:Independent Contractor|Duties:Officiate sports and continue to educate myself on the rules for sports.|StrtDt:|TotHrs/mon:24|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-21 |
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