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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-09 |
| PA | RA | APPROVED | 2026-01-14 |
| AR | RA | APPROVED | 2026-01-13 |
| CA | RA | APPROVED | 2018-02-28 |
| ID | RA | APPROVED | 2018-02-28 |
| UT | RA | APPROVED | 2018-02-28 |
| AZ | RA | APPROVED | 2018-02-21 |
Branch Locations
2915 E Baseline Road Suite 119, Gilbert, AZ 85234 • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2012 | 12/2016 |
| Msi Financial Services, Inc. | Tempe | AZ | 12/2016 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 12/2016 | 02/2018 |
| Mml Investors Services, Llc | Gilbert | AZ | 03/2017 | 02/2018 |
| American United Life | Gilbert | AZ | 01/2018 | Present |
| Oneamerica Securities | Gilbert | AZ | 02/2018 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)**Board Member: University of Utah Alumni Association**Board Member: The Church of Jesus Christ of Latter-Day Saints
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-20 |
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