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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-10-02 |
| FL | RA | APPROVED | 2025-03-27 |
| NC | RA | APPROVED | 2024-12-17 |
| AR | RA | APPROVED | 2023-03-16 |
| PA | RA | APPROVED | 2022-04-14 |
| VA | RA | APPROVED | 2022-04-11 |
| WA | RA | APPROVED | 2022-04-11 |
| SC | RA | APPROVED | 2021-09-03 |
| MA | RA | APPROVED | 2021-03-24 |
| MD | RA | APPROVED | 2020-08-28 |
| OR | RA | APPROVED | 2020-07-27 |
| NV | RA | APPROVED | 2019-09-23 |
| ID | RA | APPROVED | 2019-09-10 |
| CO | RA | APPROVED | 2018-04-18 |
| TX | RA | APPROVED | 2018-04-18 |
| IL | RA | APPROVED | 2017-04-28 |
| UT | RA | APPROVED | 2017-02-02 |
| NM | RA | APPROVED | 2015-01-06 |
| CA | RA | APPROVED | 2004-05-14 |
| AZ | RA | APPROVED | 2004-03-23 |
Branch Locations
9375 E Shea Blvd Suite 114, Scottsdale, AZ 85260 • 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 Insurance | Scottsdale | AZ | 03/2001 | Present |
| Oneamerica Securities, Inc | Scottsdale | AZ | 03/2001 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)**Owner: Spence Cassidy & Associates LLC - insurance agency**Board Member: Junior Achievement of Arizona**Sales: Estate Documents Pro - estate planning software
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-08 |
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