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100 N Broadway Suite 1700, Saint Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-09-08 |
Branch Locations
10475 Crosspoint Blvd Suite 115, Indianapolis, IN 46256 • United States
100 N Broadway Suite 1700, Saint Louis, MO 63102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atg Audits | Charlotte | NC | 02/2020 | 11/2020 |
| Curated | San Diego | CA | 04/2021 | 11/2021 |
| Pga Tour Superstore | Indianapolis | IN | 10/2021 | 05/2022 |
| Fidelity Investments | Covington | KY | 06/2022 | 08/2022 |
| Marian University | Indianapolis | IN | 09/2020 | 05/2022 |
| Ivy Tech College | Indianapolis | IN | 01/2020 | 06/2020 |
| Duquesne University | Pittsburgh | PA | 06/2018 | 05/2019 |
| Toledo University | Toledo | OH | 09/2019 | 12/2019 |
| Plainfield High School | Plainfield | IN | 09/2014 | 05/2018 |
| Iml | New York | NY | 04/2019 | 11/2019 |
| Fidelity Investments | Covington | KY | 09/2022 | 06/2023 |
| Unemployed | Plainfield | IN | 06/2023 | 07/2023 |
| Curated | Plainfield | IN | 04/2021 | 11/2021 |
| Fidelity Investments | Covington | KY | 06/2022 | 06/2023 |
| Pga Tour Superstore | Indianapolis | IN | 10/2021 | 05/2022 |
| Unemployed | Plainfield | IN | 06/2013 | 04/2021 |
| Atg Audits | Charlotte | NC | 02/2020 | 11/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2023 | 06/2025 |
| Northwestern Mutual Investment Services Llc | Chicago | IL | 07/2023 | 06/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2023 | 06/2025 |
| Larson Financial Group | Indianapolis | IN | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-10 |
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