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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-30 |
| IN | RA | APPROVED | 2024-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Instacart | Carmel | IN | 07/2020 | 08/2020 |
| Networks Connect Llc | Indianapolis | IN | 05/2022 | 08/2022 |
| Alter Domus | Carmel | IN | 02/2023 | 01/2024 |
| Full Time Education | Indianapolis | IN | 08/2019 | 05/2023 |
| Full Time Education | Carmel | IN | 08/2015 | 08/2019 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 01/2024 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis | IN | 10/2024 | Present |
| Iupui | Indianapolis | IN | 08/2019 | 05/2023 |
| Bank Of America, N.A. | Indianapolis | IN | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-10 |
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