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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-12-23 |
Branch Locations
12900 N. Meridian Street Suite 130, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oaktree Financial Advisors Inc. | Carmel | IN | 09/2024 | Present |
| Northwestern Mututal | Cincinnati | OH | 05/2023 | 08/2024 |
| Spot Freight | Indianapolis | IN | 05/2022 | 08/2022 |
| Fedex | Indianapolis | IN | 05/2021 | 08/2021 |
| Ritters Frozen Custard | Indianapolis | IN | 05/2017 | 08/2020 |
| Saint Barnabas Catholic School, Roncalli High School | Indianapolis | IN | 02/2015 | 05/2020 |
| University Of Cincinnati | Cincinnati | OH | 08/2020 | 05/2024 |
| Hey Mr. Dj | Cincinnati | OH | 03/2024 | 08/2024 |
| Postmates | Indianapolis | IN | 08/2020 | 08/2021 |
| Commonwealth Financial Network | Waltham | MA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-23 |
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