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1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-23 |
Branch Locations
450 E. 96Th St. Ste. 125, Indianapolis, IN 46240 • United States
1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis | IN | 08/2022 | 01/2026 |
| Volleykats | Carmel | IN | 04/2016 | 08/2021 |
| Chuy's | Carmel | IN | 06/2020 | 04/2021 |
| Unemployed | Bloomington | IN | 08/2021 | 08/2022 |
| Indiana University | Bloomington | IN | 08/2018 | 05/2022 |
| Watervale Inn | Arcardia | MI | 06/2021 | 08/2021 |
| Bank Of America N.A. | Indianapolis | IN | 10/2022 | 01/2026 |
| Elevation Point Wealth Partners, Llc | Indianapolis | IN | 01/2026 | Present |
I passed the Indiana Real Estate Broker Licensing exam, but have not filed my official license application. (I passed in August '22 and have 365 days to apply) I plan on filing to apply for it, but holding it in inactive status which means the license is inactive and I cannot do anything with it. This is not an investment-related activity and I don't plan on spending any time using my license.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-21 |
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