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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-29 |
Branch Locations
611 W County Line Rd, Greenwood, IN 46142-4361 • United States
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-10-17 |
Branch Locations
Greenwood 611 W County Line Road, Greenwood, IN 46142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 08/2017 | 09/2020 |
| Regions Bank | Indianapolis | IN | 10/2015 | 10/2016 |
| Indiana University Purdue University | Indianapolis | IN | 08/2015 | 08/2017 |
| Jpmorgan Chase Bank, N.A. | Indianapolis | IN | 10/2020 | 09/2021 |
| J.P. Morgan Securities Llc | Indianapolis | IN | 10/2020 | 09/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis | IN | 08/2021 | 10/2024 |
| Bank Of America, N.A. | Indianapolis | IN | 08/2021 | 10/2024 |
| The Huntington Investment Company | Indianapolis | IN | 10/2024 | Present |
| Charles Schwab Private Client Investment Advisory | Indianapolis | IN | 07/2020 | 09/2020 |
| Ameriprise Financial Services, Llc | Greenwood | IN | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-19 |
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