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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-02-06 |
Branch Locations
12711 N. Meridian Street, Carmel, IN 46032 • United States
3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States
Indianapolis, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 06/2021 | 09/2022 |
| Raymond James Financial Services, Inc. | Carmel | IN | 05/2018 | 08/2018 |
| Don Hinds Ford | Fishers | IN | 05/2015 | 08/2019 |
| Indiana University | Bloomington | IN | 08/2016 | 05/2021 |
| Capital Group - American Funds Distributors, Inc. | Carmel | IN | 09/2022 | 04/2024 |
| Capital Group - American Funds, Inc. | Carmel | IN | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-14 |
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