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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-04-22 |
| CT | RA | APPROVED | 2023-04-24 |
| NY | RA | APPROVED | 2022-02-03 |
| CO | RA | APPROVED | 2022-01-04 |
| CA | RA | APPROVED | 2021-02-05 |
| FL | RA | APPROVED | 2021-02-05 |
| OH | RA | APPROVED | 2021-02-05 |
| MA | RA | APPROVED | 2020-09-22 |
| RI | RA | APPROVED | 2020-09-18 |
Branch Locations
Two Regency Plaza Suite 4, Providence, RI 02903 • United States
One American Square, Indianapolis, IN 46282 • 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 |
|---|---|---|---|---|
| Sii | Warwick | RI | 08/2008 | 01/2018 |
| Guardian Life Insurance Company | Providence | RI | 01/2018 | 09/2020 |
| Park Avenue Securities | Providence | RI | 02/2018 | 09/2020 |
| Oneamerica Securities | Cranston | RI | 09/2020 | Present |
| American United Life | Cranston | RI | 08/2020 | Present |
Non-variable insurance sales (fixed life, fixed annuities)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-25 |
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