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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
Noblesville, IN • United States
8480 Keystone Crossing, Indianapolis, IN 46240-2437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities, Inc | Indianapolis | IN | 01/2018 | 06/2018 |
| Maggiano's | Indianapolis | IN | 02/2017 | 06/2018 |
| Fastenal | Indianapolis | IN | 01/2015 | 12/2016 |
| Charles Schwab & Co.,Inc. | Indianapolis | IN | 05/2018 | 05/2023 |
| Fidelity Investments | Indianapolis | IN | 06/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-15 |
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