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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-10-01 |
| TX | RA | APPROVED | 2024-10-01 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
2920 East 96 Street, Indianapolis, IN 46240 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Indianapolis | IN | 10/2010 | 05/2018 |
| Strategic Benefit Consultants, Inc. (Dba: Sbc Wealth Management) | Indianapolis | IN | 01/2011 | 09/2024 |
| Cerity Partners Llc | Denver | CO | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-13 |
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