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1331 17Th Street Suite 800, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-01-20 |
Branch Locations
1331 17Th Street Suite 800, Denver, CO 80202 • United States
9365 Counselors Row Suite 215, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Indianapolis | IN | 11/2019 | 05/2020 |
| Mml Investors Services, Llc | Indianapolis | IN | 01/2020 | 05/2020 |
| Northwestern Mutual Investment Services, Llc | Evansville | IN | 12/2017 | 04/2019 |
| Kilroy's Bar & Grill | Bloomington | IN | 08/2017 | 11/2017 |
| Macy's | Evansville | IN | 06/2015 | 10/2017 |
| Regions Bank | Indianapolis | IN | 05/2020 | 08/2021 |
| Cetera Investment Services Llc | Indianapolis | IN | 06/2020 | 08/2021 |
| Cetera Investment Advisers Llc | Indianapolis | IN | 09/2020 | 08/2021 |
| J.P. Morgan Securities Llc | Indianapolis | IN | 08/2021 | 01/2023 |
| Jpmorgan Chase Bank, N.A. | Indianapolis | IN | 08/2021 | 01/2023 |
| Westpoint Financial Group | Indianapolis | IN | 11/2019 | 05/2020 |
| Northwestern Mutual | Evansville, | IN | 05/2018 | 08/2018 |
| Indiana University Bloomington | Bloomington | IN | 08/2015 | 05/2019 |
| Student | Indianapolis | IN | 06/2019 | 10/2019 |
| Maia Wealth | Denver | CO | 01/2023 | Present |
INSURANCE AGENT. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TRADING HOURS TIME SPENT= 15 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-28 |
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