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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2020-09-29 |
Branch Locations
1225 E Fort Union Blvd Suite 350, Cottonwood Heights, UT 84047 • United States
One American Square, Indianapolis, IN 46282 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Cottonwood Heights | UT | 11/2010 | Present |
| Oneamerica Securities | Cottonwood Heights | UT | 11/2010 | Present |
NON-VARIABLE INSURANCE SALES (FIXED LIFE, FIXED ANNUITIES, HEALTH)**PRESIDENT: LYNN, MORGAN & THOMAS, INC. - PROPERTY AND CASUALTY AGENCY**PRESIDENT: NEXT STEP FINANCIAL, INC. - FIXED INSURANCE SALES**SENIOR PENSION CONSULTANT: NATIONAL PENSION PARTNERS**MEMBER: BOY SCOUTS OF AMERICA GREAT SALT LAKE COUNCIL ENDOWMENT COMMITTEE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-28 |
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