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310 E. 96Th Street Suite 375, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-17 |
| IN | RA | APPROVED | 2026-07-17 |
Branch Locations
310 E. 96Th Street Suite 375, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gray Brother Cafeteria | Mooresville | IN | 01/2011 | 07/2017 |
| Charles Schwab | Alpharetta | GA | 07/2017 | 04/2020 |
| Iupui | Indianapolis | IN | 08/2013 | 05/2017 |
| Charles Schwab Bank | Alpharetta | GA | 10/2018 | 04/2020 |
| Integrated Planning And Wealth Management | Carmel | IN | 05/2020 | 01/2021 |
| Evans May Wealth | Carmel | IN | 03/2021 | 04/2021 |
| Facet Wealth | Baltimore | MD | 05/2021 | 07/2026 |
| Facet Wealth | Baltimore | MD | 05/2021 | 07/2026 |
| Deerfield | Indianapolis | IN | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-11 |
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