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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-10-29 |
Branch Locations
11405 North Pennsylvania Street, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smoothie King | Grand Prairie | TX | 07/2020 | 01/2021 |
| J.P. Morgan Chase Na | Indianapolis | IN | 06/2022 | 12/2023 |
| Celestial Products | Fort Worth | TX | 01/2021 | 04/2021 |
| Reliant Investment Group | Arlington | TX | 08/2021 | 05/2022 |
| Unemployed | El Paso | TX | 07/2014 | 06/2020 |
| Unemployed | Arlington | TX | 05/2021 | 07/2021 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 01/2024 | 06/2024 |
| Jpmorgan Chase Bank Na | Franklin | IN | 07/2024 | 10/2025 |
| J.P. Morgan Securities Llc | Franklin | IN | 07/2024 | 10/2025 |
| Transportation Media | Portland | OR | 10/2021 | 11/2021 |
| Pnc Wealth Management | Camel | IN | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-07 |
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