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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-24 |
Branch Locations
400 Fifth Avenue Suite 520, Waltham, MA 02451 • 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 | Newton | MA | 06/2013 | Present |
| Oneamerica Securities | Newton | MA | 08/2013 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)**Owner: Craig Richardson Harbour Touch - cash register sales**Secretary: ARIES Foundation for Financial Education 501(c)3 - provide financial wellness workshops for companies and organizations and for parents with special needs children
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-28 |
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