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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-10-09 |
Branch Locations
12711 N. Meridian Street, Carmel, IN 46032 • United States
Carmel, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson Nat'l Life Ins. / Jackson National Life Distrib., Llc | Lansing | MI | 05/2024 | 07/2025 |
| Altair Engineering | Troy | MI | 05/2023 | 05/2024 |
| Michigan State University | East Lansing | MI | 09/2020 | 04/2024 |
| Grosse Pointe North High School | Grosse Pointe Woods | MI | 09/2016 | 05/2020 |
| Unemployed | Grosse Pointe Woods | MI | 07/2015 | 09/2016 |
| Lake Front Park (Grosse Pointe Woods Park) | St. Claire Shores | MI | 05/2018 | 08/2019 |
| Capital Group / Capital Client Group, Inc. | Carmel | IN | 07/2025 | Present |
| Unemployed | Grosse Pointe | MI | 05/2020 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-10 |
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