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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-17 |
| IN | RA | APPROVED | 2022-05-05 |
Branch Locations
1 E Ohio St Floor 17, Indianapolis, IN 46204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntington National Bank | Columbus | OH | 06/2007 | 07/2019 |
| Key Bank | Indianapolis | IN | 08/2019 | 03/2022 |
| Jpmorgan Chase Bank, N.A. | Indianapolis | IN | 03/2022 | Present |
| J.P. Morgan Securities Llc | Indianapolis | IN | 03/2022 | Present |
Entity Name: Central Indiana Community Foundation Investment related: No Address: 615 Alabama St #300, Indianapolis, IN 46204 Nature of the other business: Nonprofit Position/Title/Relationship: Board/Member Start Date: 01/01/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: CICF is a community foundation that provides grants to non profits in the area, as well as work with individuals, families, corporations and not-for-profit boards to identify and match values and interests to charitable causes making philanthropy more effective and rewarding. CICF does provide Donor Advised Fund services to individuals. I am the Secretary of the Board, and serve in the Governance Committee. No involvement in finance/investment "
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-15 |
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