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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-08-05 |
| CA | RA | APPROVED | 2023-06-02 |
| CO | RA | APPROVED | 2023-05-31 |
| FL | RA | APPROVED | 2023-05-31 |
| MN | RA | APPROVED | 2021-09-30 |
| WI | RA | APPROVED | 2021-09-30 |
| PA | RA | APPROVED | 2021-07-13 |
| IL | RA | APPROVED | 2017-05-04 |
Branch Locations
100 Tri State International Suite 145, Lincolnshire, IL 60069 • United States
One American Square, Indianapolis, IN 46282 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 11/2008 | 05/2017 |
| Penn Mutual Life Ins Co | Horsham | PA | 11/2008 | 05/2017 |
| American United Life | Oakbrook Terrace | IL | 05/2017 | Present |
| Oneamerica Securities | Oakbrook Terrace | IL | 05/2017 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health, P&C)**Owner: Blade-Hammer Design, LLC - app development**Owner: The Culture Junky, LLC - business consulting, author/publisher, public speaking, educational courses**Owner: THG Property Casualty, LLC - P&C insurance sales**Co-Owner: MaxOut Brokerage, LLC - fixed insurance sales**Owner: Redew, Inc. - holding company for THG and MaxOut Brokerage
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-25 |
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