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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-27 |
| MI | RA | APPROVED | 2025-12-11 |
| NV | RA | APPROVED | 2025-12-10 |
| MO | RA | APPROVED | 2024-09-26 |
| OR | RA | APPROVED | 2024-08-14 |
| OK | RA | APPROVED | 2024-01-16 |
| OH | RA | APPROVED | 2022-11-09 |
| ND | RA | APPROVED | 2022-08-02 |
| NM | RA | APPROVED | 2022-07-07 |
| WA | RA | APPROVED | 2021-11-29 |
| WI | RA | APPROVED | 2019-11-26 |
| CA | RA | APPROVED | 2018-02-27 |
| ID | RA | APPROVED | 2018-02-27 |
| TX | RA | APPROVED_RES | 2018-02-27 |
| UT | RA | APPROVED | 2018-02-27 |
| AZ | RA | APPROVED | 2018-02-21 |
Branch Locations
2915 E Baseline Road Suite 119, Gilbert, AZ 85234 • 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 |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Mesa | AZ | 07/1997 | 03/2017 |
| Metlife Securities Inc. | Mesa | AZ | 07/1997 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 02/2018 |
| Mml Investors Services, Llc | Gilbert | AZ | 03/2017 | 02/2018 |
| American United Life | Gilbert | AZ | 06/2017 | Present |
| Oneamerica Securities | Gilbert | AZ | 02/2018 | Present |
Non-variable insurance sales (fixed life, fixed annuities)**Owner: Cook Financial Group, LLC - insurance sales**Owner: TAC Properties, LLC - real estate property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-25 |
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