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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-07-22 |
| TX | RA | APPROVED | 2026-07-22 |
Branch Locations
1225 S. Park Drive, Greenwood, IN 46143 • United States
1420 W Southport Rd, Indianapolis, IN 46217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Indianapolis | IN | 07/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Indianapolis | IN | 07/2026 | Present |
| Bank Of America/Merrill Lynch | Indianapolis | IN | 02/2025 | 07/2026 |
| Jpmorgan Chase Bank, N.A. | Carmel | IN | 11/2022 | 02/2025 |
| J.P. Morgan Securities Llc | Carmel | IN | 11/2022 | 02/2025 |
| Fifth Third Bank | Indianapolis | IN | 12/2019 | 11/2022 |
| Seasons 52 | Indianapolis | IN | 11/2017 | 03/2021 |
| Terra Limited Partnership | Indianapolis | IN | 04/2019 | 11/2019 |
| West Deanery Unified Catholic Schools | Indianapolis | IN | 08/2011 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-10 |
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