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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
201 N Cattlemen Rd, Sarasota, FL 34243-4743 • United States
14405 Clay Terrace Blvd Suite 150, Carmel, IN 46032-3612 • United States
Indianapolis, IN • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Indianapolis | IN | 08/2016 | 12/2016 |
| Apple Inc. | Cupertino | CA | 07/2015 | 04/2017 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 05/2017 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis | IN | 01/2019 | 03/2021 |
| Fidelity Investments | Indianapolis | IN | 03/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-123117|OrgNmn:The Neuro Operations Collective|Org Addr:Indianapol,Indiana,US|OBA Nature:Online Business Management (no|Invst Rel:N|Title:Founder | Business Operations Str|Duties:I am the founder and will lead initial consultations to ensure each client is thoughtfully matched with a member of my team who best aligns wi|StrtDt:09-15-25|TotHrs/mon:25|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-30 |
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