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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-05 |
| CA | RA | APPROVED | 2025-11-14 |
| NC | RA | APPROVED | 2025-10-10 |
| FL | RA | APPROVED | 2025-03-28 |
| KS | RA | APPROVED | 2025-03-27 |
| CO | RA | APPROVED | 2024-08-19 |
| MA | RA | APPROVED | 2023-09-25 |
| OK | RA | APPROVED | 2023-08-03 |
| TX | RA | APPROVED_RES | 2023-08-01 |
Branch Locations
2529 S Kelly Ave Suite E, Edmond, OK 73013 • 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 |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Oklahoma City | OK | 05/2011 | 07/2023 |
| Mml Investors Services | Oklahoma City | OK | 01/2012 | 07/2023 |
| American United Life | Oklahoma City | OK | 05/2023 | Present |
| Oneamerica Securities | Oklahoma City | OK | 07/2023 | Present |
Non-variable insurance sales (fixed life, fixed annuities)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-08 |
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