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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2022-10-28 |
| WY | RA | APPROVED | 2022-05-13 |
| VA | RA | APPROVED | 2021-12-14 |
| TX | RA | APPROVED | 2021-11-11 |
| AZ | RA | APPROVED | 2021-02-09 |
| CA | RA | APPROVED | 2020-08-27 |
| GA | RA | APPROVED | 2020-03-12 |
| ID | RA | APPROVED | 2018-03-14 |
| NV | RA | APPROVED | 2017-01-20 |
| KY | RA | APPROVED | 2017-01-09 |
| FL | RA | APPROVED | 2013-04-19 |
| UT | RA | APPROVED | 2011-02-16 |
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 | 10/2010 | Present |
| Oneamerica Securities | Midvale | UT | 11/2010 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health, P&C)**Owner: Palmer Capital Management, LLC - freelance editing and writing, individual real estate management, fixed insurance**Financial Educator: 8 Pillars and Intermountain Professional Education**Senior Pension Consultant: National Pension Partners**Board Member: Highland Acres Board of Trustees**Board Member: Witness Music Utah
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-23 |
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