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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-02-17 |
Branch Locations
5868 East 71St., Suite Q, Indianapolis, IN 46220 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • 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 |
|---|---|---|---|---|
| Aimbridge Hospitality | Fairfax | VA | 03/2015 | 09/2018 |
| Tengara Real Estate Investments Llc | Indianapolis | IN | 01/2018 | 11/2024 |
| Island Hospitality | Herndon | VA | 03/2019 | 03/2020 |
| Securitas | Indianapolis | IN | 06/2021 | 02/2022 |
| Bluesky Hospitality Solutions | Indianapolis | IN | 02/2022 | 04/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2023 | 04/2024 |
| Northwestern Mutual Investment Services Llc | Indianapolis | IN | 09/2023 | 04/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2023 | 04/2024 |
| The Prudential Insurance Company Of America | Indianapolis | IN | 06/2024 | 10/2025 |
| Pruco Securities, Llc | Indianapolis | IN | 06/2024 | 11/2024 |
| Lpl Enterprise, Llc | Indianapolis | IN | 11/2024 | 10/2025 |
| Key Investment Services Llc | Brooklyn | OH | 10/2025 | Present |
| Keybank | Indianapolis | IN | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-27 |
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