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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Five Star Commercial Roofing | Hartford City | IN | 06/2022 | 09/2022 |
| Fresh To Order | Noblesville | IN | 05/2017 | 08/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2022 | 02/2024 |
| Northwestern Mutual Investment Services Llc | Carmel | IN | 11/2022 | 03/2024 |
| Equitable Advisors, Llc | New York | NY | 07/2024 | 03/2025 |
| Tractor Supply | Pendleton | IN | 05/2022 | 07/2022 |
| Prime Car Wash | Noblesville | IN | 03/2024 | 06/2024 |
| Carvana | Indianapolis | IN | 06/2021 | 09/2021 |
| Equitable Financial Life Insurance | New York | NY | 08/2024 | 03/2025 |
| Kroger | Fishers | IN | 08/2017 | 08/2017 |
| Jpmorgan Chase Bank, N.A. | Fairfax | VA | 03/2025 | Present |
| J.P. Morgan Securities Llc | Fairfax | VA | 03/2025 | Present |
| Unemployed | Pendleton | IN | 03/2015 | 04/2017 |
| Unemployed | Pendleton | IN | 09/2020 | 05/2021 |
| Unemployed | Bloomington | IN | 10/2021 | 04/2022 |
| Unemployed | Bloomington | IN | 10/2022 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-11 |
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