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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-24 |
| IN | RA | APPROVED | 2025-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Saint Louis | MO | 06/2017 | 12/2018 |
| Lowe's | Zionsville | IN | 02/2016 | 07/2017 |
| The Huntington National Bank | Brownsburg | IN | 12/2018 | 12/2020 |
| The Huntington Investment Company | Columbus | OH | 10/2020 | 07/2021 |
| Huntington National Bank | Lafayette | IN | 12/2020 | 07/2021 |
| The Huntington Investment Company | Columbus | OH | 07/2021 | 10/2023 |
| The Huntington National Bank | Lafayette | IN | 07/2021 | 10/2023 |
| The Huntington Investment Company | Columbus | OH | 10/2023 | 01/2024 |
| Huntington National Bank | Lafayette | IN | 10/2023 | 01/2024 |
| Ameriprise Financial Services, Llc | Lafayette | IN | 01/2024 | 04/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Avon | IN | 04/2025 | Present |
| Bank Of America, N.A. | Avon | IN | 05/2025 | Present |
Outside Employment; Outside Employment; Strategis Measurement and Evaluation Inc; Other; 3 R Dr, , Lafayette, IN, 47905; Not Investment-Related; 01/29/2024; 0 during trading hours; 20 to 39 hours per month.Outside Employment; Lowe's Home Improvement. Seasonal employee. Last day will be May 30, 2025 I*2431272, Entity Type Entity For Profit,Entity Publicly Traded, Name of OBA: Lowe's Home Improvement Address: LafayetteIndiana47905 Investment Related: No Position, Title, Association: Employee Employee Start Date: 03/10/2025No Hours: 15 weekly No Hours during trading:0 Duties: Stock shelves and help customers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-03 |
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