Location
11495 N Pennsylvania St., Suite 245, Carmel, IN, 46032
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Nationwide Investment Advisors, LLC
December 2025 - Present · 2 mos
Nationwide Investment Services CorporationBroker
November 2025 - Present · 3 mos
Previous Registrations
Total Wealth Planning, LLC
February 2024 - September 2025 · 1 yr 7 mos
Charles Schwab & CO., INC.Broker
July 2020 - July 2021 · 1 yr
State Registrations2 states
INOH
AdvisorBroker
Exams
No exam information available for this advisor.