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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-11 |
| IN | RA | APPROVED | 2026-08-03 |
Branch Locations
800 East 96Th Street Suite 400, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oak Street Funding | Indianapolis | IN | 03/2023 | 05/2024 |
| Ubs Financial Services, Inc. | Indianapolis | IN | 05/2024 | 08/2026 |
| Purdue University | West Lafayette | IN | 08/2018 | 05/2022 |
| Heritage Christian School | Indianapolis | IN | 05/2014 | 05/2018 |
| Unemployed | Indianapolis | IN | 06/2022 | 02/2023 |
| Morgan Stanley Smith Barney Llc | Indianapolis | IN | 08/2026 | Present |
(1) Zachmann Family Investments, LLC / Indianapolis, IN / Partnership, Financial (Consumer & Investment Services) / Start 01-March-2023 / The sole purpose is to co-invest with my father in private equity investments. My partner and I discuss which potential investments to invest in.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-08 |
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