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7820 Innovation Blvd Ste 225, Indianapolis, IN 46278 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-08-17 |
Branch Locations
7820 Innovation Blvd Ste 225, Indianapolis, IN 46278 • United States
One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2020-07-24 |
| IN | RA | APPROVED | 2019-10-04 |
Branch Locations
50 E 91St St Ste 300, Indianapolis, IN 46240 • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 08/2000 | 04/2017 |
| Schwab Private Client Investment Advisory, Inc. | Indianapolis | IN | 01/2012 | 04/2017 |
| Unemployed | Indianapolis | IN | 05/2017 | 09/2017 |
| Axa Advisors, Llc | Indianapolis | IN | 10/2017 | 06/2018 |
| Pruco Securities, Llc | Indianapolis | IN | 06/2018 | 09/2019 |
| The Prudential Insurance Company Of America | Indianapolis | IN | 07/2018 | 09/2019 |
| American United Life | Indianapolis | IN | 08/2019 | 08/2026 |
| Oneamerica Securities, Inc. | Indianapolis | IN | 10/2019 | 08/2026 |
| Civitas Financial Llc | Indianapolis | IN | 08/2026 | Present |
| Prudential Financial Planning Services | Indianapolis | IN | 08/2018 | 09/2019 |
| American Senior Benefits | Indianapolis | IN | 08/2026 | Present |
(1) American Senior Benefits; Yes; Indianapolis, IN; Insurance Services; Insurance Agent; 08/202026; 80/ HR MO; 80/ HRS MO (50% of total time spent on this activity)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-08 |
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