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511 N Broadway Suite 801, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | St Louis | MO | 06/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | St Louis | MO | 11/2016 | 08/2017 |
| Fisher Investments | Plano | TX | 09/2017 | 03/2019 |
| Paychex Securities Corporation | Louisville | KY | 03/2019 | 12/2020 |
| Paychex Inc | Louisville | KY | 03/2019 | 12/2020 |
| Equitable Advisors Llc | New York | NY | 12/2020 | 07/2021 |
| Lpl Financial | Evansville | IN | 07/2023 | 09/2024 |
| Old National Bank | Evansville | IN | 08/2021 | Present |
| 1834 Investment Advisors Co. | Evansville | IN | 02/2024 | Present |
1) 02/01/2024 - 1834 Investment Advisors Co. (Subsidiary of Old National Bancorp) - Inv Rel - At Reported Business location - 20 hrs/wk 2) 07/03/2023 - Old National Bank - Financial Institution Duty - Inv Rel - At Reported Business Location(s) - Start: 08/2021 - 20 hrs/wk
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-16 |
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