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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-07-28 |
| OK | RA | APPROVED | 2026-03-02 |
| MD | RA | APPROVED | 2023-10-25 |
| GA | RA | APPROVED | 2022-10-11 |
| TX | RA | APPROVED | 2022-09-08 |
| ME | RA | APPROVED | 2022-06-30 |
| ID | RA | APPROVED | 2022-03-07 |
| WA | RA | APPROVED | 2021-04-07 |
| NV | RA | APPROVED | 2020-04-09 |
| IN | RA | APPROVED | 2016-03-30 |
| CA | RA | APPROVED | 2015-09-21 |
| UT | RA | APPROVED | 2012-11-26 |
Branch Locations
920 W Heritage Park Blvd Suite 110, Layton, UT 84041 • 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 | Logan | UT | 10/2010 | Present |
| Oneamerica Securities | Logan | UT | 04/2011 | Present |
Non-variable insurance sales (fixed life, fixed annuities)**Owner: Mathews Retreats LLC-Short Term Rental Property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-10 |
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