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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-04-13 |
| NH | RA | APPROVED | 2025-10-16 |
| TX | RA | APPROVED | 2021-11-03 |
| CA | RA | APPROVED | 2020-11-02 |
| MD | RA | APPROVED | 2020-11-02 |
Branch Locations
20151 Sw Birch Street Suite 250, Newport Beach, CA 92660 • 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 | Santa Ana | CA | 01/2013 | Present |
| Oneamerica Securities | Santa Ana | CA | 10/2013 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health, P&C)**Member: Cabrillo High School Advisory Board**Member: Jordan High School Advisory Board**Educational Presenter: 4 Square Financial Literacy Partners
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-07 |
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