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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-05-01 |
Branch Locations
201 W. Washington Street, Sullivan, IN 47882 • United States
5627 S. Us Highway 41, Terre Haute, IN 47802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Indiana Farm Bureau Insurance | Terre Haute | IN | 05/2018 | 10/2022 |
| State Farm | Terre Haute | IN | 06/2017 | 05/2018 |
| Pacesetter Sports | Terre Haute | IN | 11/2016 | 05/2017 |
| First Robinson Savings Bank | Robinson | IL | 08/2015 | 11/2016 |
| Valic Financial Advisors Inc | Carmel | IN | 09/2022 | 07/2024 |
| Agia | Houston | UT | 03/2023 | 07/2024 |
| Edward Jones | St Louis | MO | 07/2024 | 04/2026 |
| Fifth Third Bank | Terre Haute | IN | 04/2026 | Present |
| Fifth Third Securities | Terre Haute | IN | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-28 |
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