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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | TEMPREG | 2026-08-13 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Fort Wayne, IN • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Fort Wayne | IN | 05/2017 | 07/2026 |
| Amc Theatres | Fort Wayne | IN | 03/2017 | 05/2017 |
| Carmike Cinemas | Fort Wayne | IN | 10/2014 | 03/2017 |
| Bankers Life Securities | Fort Wayne | IN | 03/2018 | 07/2026 |
| Bankers Life Advisory Services, Inc | Fort Wayne | IN | 09/2019 | 07/2026 |
| Savvy | Fort Wayne | IN | 07/2026 | Present |
MSNE Consulting; investment related; Fort Wayne, IN; serves as DBA entity for work at Savvy Advisors, Owner, 07/2026, 40 hours/week (during trading, same hours as role at Savvy - this is the DBA for this role)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-30 |
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