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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-10-27 |
| NV | RA | APPROVED | 2023-01-31 |
| IA | RA | APPROVED | 2023-01-09 |
| FL | RA | APPROVED | 2022-07-28 |
| NJ | RA | APPROVED | 2022-06-22 |
| CO | RA | APPROVED | 2022-03-24 |
| TX | RA | APPROVED_RES | 2021-03-10 |
| IN | RA | APPROVED | 2020-08-25 |
| VA | RA | APPROVED | 2018-10-11 |
| CA | RA | APPROVED | 2017-02-07 |
Branch Locations
20151 Sw Birch Street Suite 250, Newport Beach, CA 92660 • 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 | Newport Beach | CA | 04/2014 | Present |
| Oneamerica Securities | Newport Beach | CA | 05/2014 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)**Assistant: 4 Square Financial Literacy - assisting in clerical duties for entity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-27 |
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