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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-01-30 |
Branch Locations
8801 River Crossing Blvd Suite 100, Indianapolis, IN 46240 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Swallows Landscape Services | Parker City | IN | 05/2016 | 08/2020 |
| Home City Ice | Indianapolis | IN | 05/2021 | Present |
| First Merchants Bank | Carmel | IN | 05/2023 | 06/2024 |
| Allworth Financial | Indianapolis | IN | 06/2024 | Present |
| University Of Indianapolis | Indianapolis | IN | 08/2020 | 08/2024 |
| Monroe Central Jr/Sr High School | Parker City | IN | 08/2016 | 05/2020 |
Home City Ice - Route Driver - not investment related, and no time spent during business/trading hours, some Saturdays here and there.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-09 |
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