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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-23 |
| IN | RA | APPROVED | 2026-01-01 |
Branch Locations
111 Monument Circle Suite 3100, Indianapolis, IN 46204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Indianapolis | IN | 12/2023 | Present |
| Indiana Farm Bureau Insurance | Indianapolis | IN | 07/2018 | 12/2023 |
| Snider Insurance Group (Liberty National) | Indianapolis | IN | 05/2015 | 07/2018 |
| Chatham Tap | Fishers | IN | 02/2015 | 11/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-26 |
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