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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 | 2025-10-30 |
Branch Locations
Indianapolis, IN • United States
12711 N. Meridian Street, Carmel, IN 46032 • United States
3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Symetra Securities, Inc./ Symetra Life Insurance Co. | Indianapolis | IN | 10/2021 | 01/2023 |
| Next College Student Athlete (Ncsa) | Indianapolis | IN | 05/2021 | 10/2021 |
| Lululemon | Indianapolis | IN | 10/2020 | 05/2021 |
| Park Tudor | Indianapolis | IN | 08/2018 | 08/2020 |
| International School Of Indiana | Indianapolis | IN | 08/2011 | 08/2018 |
| Tez Technology | Indianapolis | IN | 01/2023 | 10/2023 |
| Athleta | Indianapolis | IN | 11/2023 | 02/2024 |
| Unemployed | Indianapolis | IN | 02/2024 | 05/2024 |
| Capital Group / Capital Client Group, Inc. | Carmel | IN | 06/2025 | Present |
| Group1001 Res./Clarendon Ins. Agency, Inc./Delaware Life Ins. Co | Zionsville | IN | 05/2024 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-25 |
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