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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_RES | 2025-03-31 |
Branch Locations
14405 Clay Terrace Blvd Suite 150, Carmel, IN 46032-3612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 05/2017 | 04/2024 |
| Teksystems | Centennial | CO | 06/2015 | 04/2017 |
| Schwab Wealth Advisory, Inc. | Indianapolis | IN | 12/2018 | 04/2024 |
| Fidelity Investments | Carmel | IN | 04/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-25 |
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