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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-09 |
| TN | RA | APPROVED | 2024-08-09 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
302 Sunset Dr Suite 107, Johnson City, TN 37604 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Johnson City | TN | 01/2003 | 10/2020 |
| Independent Advisor Alliance, Llc | Johnson City | TN | 01/2020 | 10/2020 |
| Brokers International Financial Services, Llc | Johnson City | TN | 02/2021 | 12/2023 |
| American United Life | Johnson City | TN | 05/2024 | Present |
| Oneamerica Securities | Johnson City | TN | 08/2024 | Present |
| Integrity Agency | Johnson City | TN | 01/2012 | 07/2024 |
| Tri-Cities Advisors | Johnson City | TN | 01/2012 | 07/2024 |
Non-variable insurance sales (fixed life, fixed annuities, health)**Owner/CEO: TriCities Advisors - Financial services**CEO/Owner : Integrity Agency - Health and life insurance sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-03-15 |
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