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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-14 |
| IN | RA | APPROVED | 2022-11-15 |
Branch Locations
5640 Coventry Lane, Fort Wayne, IN 46804 • United States
Fishers, IN • United States
10201 N. Illinois Street Suite #300, Carmel, IN 46290 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cintas Corporation | Indianpolis | IN | 09/2014 | 05/2024 |
| Equitable Advisors Llc | New York | NY | 07/2022 | Present |
Independent Agent Outside Fixed Insurance Appointments
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-26 |
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