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1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-23 |
Branch Locations
1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
450 East 96Th Street, Suite 125, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 05/2017 | 10/2017 |
| Oni Risk Partners, Inc | Indianapolis | IN | 10/2015 | 04/2017 |
| Indiana University Purdue University Indianapolis | Indianapolis | IN | 08/2013 | 05/2017 |
| Ihsaa Footbal Official | Noblesville | IN | 07/2015 | Present |
| Mwa Financial Services Inc. | Rock Island | IL | 07/2017 | 10/2017 |
| M Holdings Securities | Portland | OR | 10/2017 | 05/2020 |
| Mack Financial Group | Indianapolis | IN | 10/2017 | 01/2019 |
| The Leaders Group, Inc. | Littleton | CO | 01/2019 | 05/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis | IN | 05/2020 | 01/2026 |
| Bank Of America, N.A. | Indianapolis | IN | 07/2020 | 01/2026 |
| Elevation Point Wealth Partners, Llc | Indianapolis | IN | 01/2026 | Present |
INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION - 8/1/2015 - 9150 Meridian Street, PO Box 40650, Indianapolis, IN 46240 - High School Football Official, Officiates football games, Not Invt Rel, 16 hrs/mo (during the months of August through November).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-06 |
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