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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED_RES | 2026-01-12 |
Branch Locations
7040 N College Ave, Indianapolis, IN 46220 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wnba Indiana Fever | Indianapolis | IN | 03/2021 | 12/2022 |
| Indiana State University | Terre Haute | IN | 03/2018 | 03/2021 |
| University Of Toledo | Toledo | OH | 04/2012 | 03/2018 |
| Fidelity Investments | Indianapolis | IN | 03/2022 | 12/2022 |
| Ch Douglas & Gray | Indianapolis | IN | 01/2023 | Present |
| Farther | Indianapolis | IN | 01/2026 | Present |
Independent Insurance Agent; not investment-related; started 03/2022; approximately 3-5 hours per month, 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-18 |
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