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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-03-06 |
Branch Locations
111 N Harrison Street, Alexandria, IN 46001 • United States
3701 South Lafountain Street, Kokomo, IN 46902 • 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 | 11/2018 | 02/2022 |
| Northwestern Mutual | Indianapolis | IN | 06/2018 | 10/2018 |
| Trine University | Angola | IN | 01/2018 | 06/2018 |
| Trine University | Angola | IN | 11/2014 | 08/2018 |
| Springcreek Landscaping Llc | Logansport | IN | 05/2015 | 08/2017 |
| Bank Of America, N.A. | Indianapolis | IN | 11/2018 | 03/2022 |
| Schlegel Greenhouse | Indianapolis | IN | 05/2022 | 09/2022 |
| Unemployed | Indianapolis | IN | 04/2022 | 04/2022 |
| J. P. Morgan Securities Llc | Carmel | IN | 10/2022 | 12/2022 |
| Jpmorgan Chase Bank N. A. | Carmel | IN | 10/2022 | 12/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis | IN | 08/2024 | 01/2026 |
| Schlegel Greenhouse | Indianapolis | IN | 01/2023 | 08/2024 |
| Rare Brew Inc | Indianapolis | IN | 05/2024 | 08/2024 |
| Bank Of America, N.A. | Indianapolis | IN | 10/2024 | 01/2026 |
| Pnc Wealth Management | Alexandria | IN | 03/2026 | Present |
| Unemployed | Indianapolis | IN | 02/2026 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-09 |
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