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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-26 |
Branch Locations
890 E 116Th Street Suite 145, Carmel, IN 46032 • 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 |
|---|---|---|---|---|
| Fidelity Investments | Denver | CO | 06/2017 | 06/2020 |
| United Healthcare | Indianapolis | IN | 02/2017 | 06/2017 |
| Rci | Carmel | IN | 11/2015 | 02/2017 |
| Western Governors University | Salt Lake City | UT | 06/2015 | 05/2020 |
| Key Investment Services | Indianapolis | IN | 07/2020 | 11/2022 |
| Valic Financial Advisors, Inc./Agia | Merrillville | IN | 11/2022 | 05/2023 |
| Regions Bank/Cetera | Indianapolis | IN | 05/2023 | 06/2026 |
| Edward Jones | St. Louis | MO | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-09 |
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