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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-22 |
Branch Locations
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 |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Dallas | TX | 06/2013 | 12/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2012 | 12/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2017 | 12/2017 |
| Fisher Investments | Plano | TX | 12/2017 | 03/2018 |
| Unemployed | Plano | TX | 03/2018 | 06/2018 |
| Prevail Innovative Wealth Strategies | Plano | TX | 06/2018 | 10/2018 |
| Equity Services, Inc. | Montpelier | VT | 10/2018 | 12/2025 |
| National Life Group | Plano | TX | 10/2018 | 12/2025 |
| Lpl Financial Llc | Plano | TX | 01/2026 | 06/2026 |
| American United Life | Plano | TX | 04/2026 | Present |
| Oneamerica Securities | Plano | TX | 06/2026 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)**Insurance Agent: Fatter & Associates LLC-Fixed Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-18 |
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