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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-04 |
| CA | RA | APPROVED | 2024-05-21 |
| UT | RA | APPROVED | 2019-06-27 |
Branch Locations
1225 E Fort Union Blvd Suite 350, Cottonwood Heights, UT 84047 • United States
One American Square, Indianapolis, IN 46282 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Oneamerica Securities | Cottonwood Heights | UT | 06/2015 | 01/2017 |
| American United Life | Cottonwood Heights | UT | 05/2015 | 01/2017 |
| Massmutual Life Insurance Company | Salt Lake City | UT | 05/2016 | 02/2019 |
| Mml Investors Services | Salt Lake City | UT | 03/2017 | 02/2019 |
| American United Life | Cottonwood Heights | UT | 01/2017 | Present |
| Oneamerica Securities | Cottonwood Heights | UT | 06/2019 | Present |
Non-variable insurance sales (fixed life, fixed annuities)**Bus driver: Canyons School District Transportation**Owner/Consultant: Hortin Special Needs Consulting - life care planning for families with children with special needs and other disabilities**Divorce Financial Analyst: Hortin Divorce Services - Divorce Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-15 |
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