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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2017-03-16 |
Branch Locations
1225 E Fort Union Blvd Suite 350, Cottonwood Heights, UT 84047 • 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 | Midvale | UT | 02/2011 | Present |
| Oneamerica Securities | Midvale | UT | 03/2011 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)**Independent Representative: Next Step Financial - fixed insurance**Owner: Peak Employee Benefits, Inc. - voluntary employee benefits**Owner: Peak Financial Resources, Inc. - insurance sales**Board Member: ENRG - business referral networking group**Board Member: Friends of NRA - NRA Foundation fundraising organization**Freight Handler: FedEx**Assistant Ward Clerk in Finance : Church of Jesus Christ Ladder Day Saints
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-28 |
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