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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-20 |
| IN | RA | APPROVED | 2025-06-24 |
Branch Locations
1530 American Way Suite 230, Greenwood, IN 46143 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2018 | 04/2025 |
| Ball State University | Muncie | IN | 09/2015 | 12/2018 |
| Auto-Owners Insurance | Indianapolis | IN | 05/2018 | 08/2018 |
| Northwestern Mutual | Greenwood | IN | 05/2017 | 12/2017 |
| Dairy Queen Inc. | Whiteland | IN | 03/2013 | 01/2017 |
| Ball State University | Muncie | IN | 08/2015 | 12/2018 |
| Raymond James & Associates Inc. | Greenwood | IN | 06/2025 | Present |
| Needham Fire Department | Needham | IN | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-04 |
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