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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-05 |
| IL | RA | APPROVED | 2025-09-04 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
3030 North Rocky Point Drive W Suite 160, Tampa, FL 33607 • 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 |
|---|---|---|---|---|
| Pruco Securities, Llc | Downers Grove | IL | 05/2014 | 08/2018 |
| The Prudential Insurance Company Of America | Downers Grove | IL | 05/2014 | 08/2018 |
| Axa Advisors, Llc | New York | NY | 09/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/2018 | 08/2025 |
| Equitable | Oak Brook | IL | 02/2023 | 08/2025 |
| Oneamerica Securities | Tampa | FL | 09/2025 | Present |
| American United Life | Tampa | FL | 02/2025 | Present |
Non-variable insurance sales (fixed life, fixed annuities)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-28 |
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