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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-07 |
Branch Locations
145 County Road 6 W, Elkhart, IN 46514 • United States
6940 N Main St., Granger, IN 46530 • United States
350 North Bittersweet Road, Mishawaka, IN 46544 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lynwood | WA | 01/1990 | 08/2017 |
| Charles Schwab Bank | Lynwood | WA | 10/2014 | 08/2017 |
| The Prudential Insurance Company Of America | Bellevue | WA | 01/2018 | 06/2019 |
| Pruco Securities, Llc | Bellevue | WA | 01/2018 | 06/2019 |
| Unemployed | Indianapolis | IN | 08/2017 | 01/2018 |
| Fidelity Brokerage Services Llc | South Bend | IN | 06/2019 | 08/2024 |
| Pnc Wealth Management | South Bend | IN | 01/2026 | Present |
| Unemployed | South Bend | IN | 08/2024 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-27 |
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