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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-16 |
Branch Locations
8900 Keystone Crossing Suite 300, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Indiana University Recreational Sports | Bloomington | IN | 08/2023 | 05/2024 |
| Indiana University Recreational Sports | Bloomington | IN | 08/2022 | 05/2023 |
| Full Time Education | Bloomington | IN | 08/2020 | 12/2023 |
| Lippert Co. - Plant 39B | Mishawaka | IN | 05/2021 | 08/2021 |
| Full Time Education | South Bend | IN | 08/2017 | 05/2020 |
| Full Time Education | Vancouver | WA | 08/2016 | 06/2017 |
| Pinehurst | Pinehurst | NC | 05/2022 | 08/2022 |
| Yesterday's Food And Spirits | Granger | IN | 11/2018 | 06/2019 |
| Yesterday's Food And Spirits | Granger | IN | 06/2019 | 07/2020 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 01/2024 | 06/2026 |
| Schwab Wealth Advisory Inc. | Indianapolis | IN | 02/2026 | 06/2026 |
| Stifel, Nicolaus & Company, Incorporated | Indianapolis | IN | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-31 |
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