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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-04-21 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Fishers, IN • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis | IN | 07/2017 | 02/2025 |
| Onemain Financial | Indianapolis | IN | 03/2015 | 04/2017 |
| Bank Of America, N.A. | Indianapolis | IN | 02/2018 | 02/2025 |
| Savvy | Fishers | IN | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-27 |
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