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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 01/2017 | 01/2020 |
| Dow Agrosciences | Indianapolis | IN | 07/2015 | 10/2016 |
| Unemployed | Indianapolis | IN | 11/2016 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis | IN | 03/2020 | 04/2024 |
| Bank Of America,N.A. | Indianapolis | IN | 03/2020 | 04/2024 |
| J.P. Morgan Securities Llc | Westfield | IN | 04/2024 | 08/2025 |
| Jpmorgan Chase Bank, N.A. | Westfield | IN | 04/2024 | 08/2025 |
| Unemployed | Indianapolis | IN | 02/2020 | 02/2020 |
| Pnc Wealth Management | Zionsville | IN | 02/2026 | Present |
| Pnc Bank | Zionsville | IN | 02/2026 | Present |
| Valeo Financial Advisors, Llc | Carmel | IN | 08/2025 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-31 |
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