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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Westfield | NJ | 12/2014 | 12/2016 |
| New York Life Insurance Company | New York | NY | 12/2016 | 03/2020 |
| Capital Group / American Funds | Carmel | IN | 04/2020 | 01/2021 |
| American Funds | Carmel | IN | 01/2021 | 08/2023 |
| American Funds | Carmel | IN | 08/2023 | 05/2024 |
| American Funds | Carmel | IN | 05/2024 | Present |
| Viaquest | Indianapolis | IN | 04/2025 | 04/2025 |
| Home Instead | Suite 400 | IN | 04/2025 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-01 |
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