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5875 Castle Creek Parkway Suite 290, Indianpolis, IN 46250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-01-07 |
Branch Locations
5875 Castle Creek Parkway Suite 290, Indianpolis, IN 46250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis | IN | 07/2017 | 01/2020 |
| Adp | Indianapolis | IN | 09/2014 | 07/2017 |
| Bank Of America, N.A. | Indianapolis | IN | 12/2017 | 01/2020 |
| Capstone Wealth Advisors, Inc. | Indianapolis | IN | 01/2020 | Present |
I*117329 For profit or not for profit: Non-Profit Organization Name of outside business organization: Brebeuf Jesuit Preparatory School Inc Investment related: N Address of business: Indianapolis, Indiana 46268 Nature of business: Charitable Organization, Position, title, association: Other, Coach Start date of relationship: 43353 Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Brebeuf Jesuit Preparatory School is a private college preparatory school founded by the Jesuits. I will be an assistant cross country and track and field coach.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-26 |
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