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571 Monon Blvd Suite 400, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-02 |
| CO | RA | APPROVED | 2025-11-25 |
| IL | RA | APPROVED | 2025-11-25 |
| IN | RA | APPROVED | 2025-11-25 |
| KY | RA | APPROVED | 2025-11-25 |
| MI | RA | APPROVED | 2025-11-25 |
| SC | RA | APPROVED | 2025-11-25 |
| TX | RA | APPROVED | 2025-11-25 |
| WI | RA | APPROVED | 2025-11-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Betterment Llc | New York | NY | 06/2016 | 06/2025 |
| Twentyrecruitment | New York | NY | 08/2014 | 06/2016 |
| Mj Retirement | Indianapolis | IN | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-21 |
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