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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-05-01 |
| WI | RA | APPROVED | 2026-03-24 |
| OR | RA | APPROVED | 2026-02-24 |
| TX | RA | APPROVED_RES | 2025-10-24 |
| AZ | RA | APPROVED | 2025-10-23 |
| OH | RA | APPROVED | 2025-02-10 |
| IL | RA | APPROVED | 2024-11-14 |
| NV | RA | APPROVED | 2024-05-21 |
| FL | RA | APPROVED | 2024-01-03 |
| WA | RA | APPROVED | 2024-01-03 |
| CA | RA | APPROVED | 2024-01-02 |
Branch Locations
5857 Owens Ave Suite 300, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eqis Capital Management, Inc. | San Rafael | CA | 10/2015 | 05/2018 |
| Epstein And White Financial Llc | San Diego | CA | 02/2016 | 05/2018 |
| Epstein And White Retirement Income Solutions, Llc | San Diego | CA | 09/2015 | 05/2018 |
| Woodbury Financial Services Inc | Carlsbad | CA | 05/2018 | 12/2023 |
| Oneamerica Securities | Carlsbad | CA | 01/2024 | Present |
| American United Life | Carlsbad | CA | 10/2019 | Present |
Non-variable insurance sales (fixed life, fixed annuities)**Board Member: Fellowship of Christian Athletes**Owner/President: Encore Wealth Partners - financial services**Minority Partner: Engage Benefits Partners LLC-benefits
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-05-31 |
| S66 | Uniform Combined State Law Examination | 2012-12-22 |
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