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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-14 |
| TX | RA | APPROVED | 2026-01-14 |
Branch Locations
7040 N College Ave., Indianapolis, IN 46220 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C.H. Douglas And Gray | Indianapolis | IN | 07/2024 | Present |
| Education At Work | Indianapolis | IN | 02/2025 | Present |
| Accredo | Indianapolis | IN | 09/2024 | 03/2025 |
| Lifetime Financial Growth | Indianapolis | IN | 06/2024 | 08/2024 |
| Bankers Life | Erie | PA | 03/2024 | 06/2024 |
| Kwik Fill | Erie | PA | 01/2024 | 02/2024 |
| Dun & Bradstreet | Erie | PA | 12/2021 | 12/2023 |
| Cvs | Erie | PA | 08/2021 | 12/2021 |
| Express Scripts | Whitestown | IN | 06/2019 | 08/2021 |
| Clean Tech | Whitestown | IN | 09/2018 | 06/2019 |
| Nishida Services | Whitestown | IN | 03/2018 | 09/2018 |
| Mcdonalds | Bloomington | IN | 01/2017 | 03/2018 |
| Sam's Club | Bloomington | IN | 06/2016 | 01/2017 |
| Farther | Indianapolis | IN | 01/2026 | Present |
Independent Insurance Agent; not investment-related; started 02/2024; approximately 12 hours per month, 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-24 |
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