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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-07-14 |
| LA | RA | APPROVED | 2026-07-10 |
| TX | RA | APPROVED_RES | 2025-01-29 |
| NC | RA | APPROVED | 2022-03-11 |
| AZ | RA | APPROVED | 2021-09-02 |
| FL | RA | APPROVED | 2019-02-05 |
Branch Locations
3030 North Rocky Point Drive W Suite 160, Tampa, FL 33607 • United States
One American Square, Indianapolis, IN 46282 • 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 |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Tampa | FL | 08/2016 | 01/2019 |
| American United Life | Tampa | FL | 01/2019 | Present |
| Oneamerica Securities | Tampa | FL | 02/2019 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-06-25 |
| S65 | Uniform Investment Adviser Law Examination | 2016-04-21 |
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