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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-24 |
Branch Locations
20151 Sw Birch Street Suite 250, Newport Beach, CA 92660 • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 11/2000 | 11/2019 |
| Centaurus Financial, Inc. | Anaheim | CA | 03/2020 | 11/2024 |
| Unemployed On Sabbatical | Aliso Viejo | CA | 12/2019 | 02/2020 |
| American United Life | Newport Beach | CA | 11/2025 | Present |
| Oneamerica Securities | Newport Beach | CA | 12/2025 | Present |
| Self Employed | San Clemente | CA | 11/2024 | 12/2025 |
Non-variable insurance sales (fixed life, fixed annuities, health)**Board Member: USC Marshal Alumni of Orange County**Warehouse Associate: Family Assistance Ministries Food Bank
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-30 |
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