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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 | 2025-03-31 |
Branch Locations
West Lafayette, IN • United States
101 North Grant Street Room 164, West Lafayette, IN 47906-3574 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Management Strategies | Indianapolis | IN | 10/2019 | 11/2019 |
| Asset Management Strategies | Lafayette | IN | 04/2017 | 10/2019 |
| Lpl Financial Llc | Boston | MA | 12/2016 | 08/2017 |
| Unemployed | West Lafayette | IN | 05/2016 | 12/2016 |
| Bluesafe Financial | Lafayette | IN | 12/2016 | 05/2017 |
| Home Depot | Lafayette | IN | 05/2017 | 10/2017 |
| Dave Taylor Electric | Lafayette | LA | 10/2017 | 04/2019 |
| Brand Electric | Lafayette | IN | 04/2019 | 07/2019 |
| Trade Tech | Lafayette | IN | 07/2019 | 10/2019 |
| Tradesmen Intern | Lafayette | IN | 07/2019 | 10/2019 |
| Western Southern Life | Lafayette | IN | 10/2019 | 02/2020 |
| W&S Brokerage Services | Cincinnati | OH | 11/2019 | 02/2020 |
| Regulus, Llc | Kentwood | MI | 03/2020 | 07/2021 |
| Regal Investment Advisors, Llc | Kentwood | MI | 03/2020 | 07/2021 |
| Fidelity Investments | West Lafayette | IN | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-15 |
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