DJ
CFP
Advisor Information
Office location
14405 Clay Terrace Blvd, Suite 150, Carmel, IN, 46032-3612
Get directionsRegulatory 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
Domain Money Advisors, LLC
September 2025 - Present · 4 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - October 2025 · 7 mos
Fidelity Personal and Workplace Advisors
June 2023 - March 2025 · 1 yr 9 mos
Fidelity Brokerage Services LLCBroker
June 2023 - October 2025 · 2 yrs 4 mos
Charles Schwab & Co., INC.
September 2016 - May 2023 · 6 yrs 8 mos
Charles Schwab & Co., INC. Broker
September 2016 - May 2023 · 6 yrs 8 mos
Cambridge Investment Research, INC.Broker
September 2015 - January 2016 · 4 mos
State Registrations2 states
INTX
Advisor
Exams
No exam information available for this advisor.