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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-04-23 |
| TX | RA | APPROVED | 2018-05-03 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
4324 Mapleshade Suite 203, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Ira | TX | 12/2013 | 04/2018 |
| Thrivent Financial | Appleton | WI | 04/2014 | 04/2018 |
| American United Life | Plano | TX | 03/2018 | Present |
| Oneamerica Securities | Plano | TX | 05/2018 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health, P&C)**Owner: Shultz Apiary - beekeeping and sales**Agent: Bayless Insurance - P&C agency**Sales: Mary Kay - cosmetics**Board Member: Board of Youth & Children's Ministry - oversee curriculum and assist with program fundraising**Owner/Partner: Shade Tree Financial Consulting LLC - LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-06 |
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