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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-02 |
| IN | RA | APPROVED | 2026-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors | Indianapolis | IN | 10/2022 | 01/2023 |
| Unemployed | Greenwood | IN | 07/2022 | 10/2022 |
| Nicholson Consulting | Greenfield | IN | 02/2022 | 07/2022 |
| Pearl City Elevator | Warren | IL | 05/2021 | 12/2021 |
| Southern Illinois University-Carbondale | Carbondale | IL | 08/2017 | 05/2021 |
| Southern Fs | Marion | IL | 04/2020 | 08/2020 |
| Southern Illinois University-Carbondale | Carbondale | IL | 09/2017 | 08/2018 |
| Chick-Fil-A | Plainfield | IN | 12/2014 | 08/2017 |
| Unemployed | Indianapolis | IN | 01/2022 | 01/2022 |
| C&W Services | Indianapolis | IN | 01/2023 | 09/2023 |
| Connie Mortensen State Farm | Indianapolis | IN | 10/2023 | 11/2025 |
| Fidelity Investments | Indianapolis | IN | 12/2025 | Present |
| Advanced Crop Care | Genoa | IL | 05/2018 | 08/2018 |
| Southern Fs | Marion | IL | 05/2019 | 08/2019 |
| Autozone | Carbondale | IL | 01/2019 | 01/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-18 |
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