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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-08-08 |
| TX | RA | APPROVED | 2023-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 04/2023 | Present |
| German American Bank | Jasper | IN | 06/2022 | 08/2022 |
| Jasper Parks And Recs Dept. | Jasper | IN | 05/2019 | 12/2021 |
| Sultans Run | Jasper | IN | 05/2018 | 08/2018 |
| Uebelhor & Sons Chevrolet | Jasper | IN | 05/2017 | 08/2017 |
| Indiana University Kelley School Of Business | Bloomington | IN | 08/2019 | 06/2023 |
| Jasper High School | Jasper | IN | 08/2016 | 05/2019 |
| Jasper High School | Jasper | IN | 12/2025 | Present |
1) DeNovo Indiana Holdings LLC - Owner Non-Investment - Jasper, IN - 02/2025. 2) DAG Jasper Partners, LLC - Owner Non-Investment - Jasper, IN - 02/2025. 3) Jasper High School - Assistant Golf Coach Non-Investment - Jasper, IN - 12/2025 - 8hrs/mth.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-24 |
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