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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-11-28 |
Branch Locations
9365 E Washington Street, Indianapolis, IN 46229 • United States
8549 North College Avenue, Indianapolis, IN 46240 • United States
8301 N. Michigan Road, Indianapolis, IN 46268 • United States
2411 East 71St Street, Indianapolis, IN 46220 • United States
500 Sagamore Parkway West, West Lafayette, IN 47906 • United States
3620 South Street, Lafayette, IN 47905 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Indianapolis | IN | 09/2017 | 06/2021 |
| Butler University | Indianapolis | IN | 08/2014 | 08/2017 |
| Mass Mutual Life Insurance Company | Indianapolis | IN | 08/2021 | Present |
| Mml Investors Services, Llc | Indianapolis | IN | 10/2021 | Present |
| Primerica | Indianapolis | IN | 05/2017 | 08/2017 |
| West Point Financial Group | Indianapolis | IN | 08/2021 | 11/2023 |
| Ameriprise Financial | Indianapolis | IN | 09/2017 | 06/2021 |
| Fifth Third Bank | Lafayette | IN | 11/2023 | Present |
| Primerica | Indianapolis | IN | 05/2017 | 08/2017 |
| Butler University | Indianapolis | IN | 08/2014 | 08/2017 |
| Fifth Third Securities | Lafayette | IN | 11/2023 | Present |
| Mass Mutual Life Insurance | Indianapolis | IN | 08/2021 | 11/2023 |
| Mml Investors Services, Llc | Indianapolis | IN | 10/2021 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-18 |
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