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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Bloomington | IN | 07/2011 | 06/2020 |
| Bankers Life Securities, Inc. | Indianapolis | IN | 05/2016 | 06/2020 |
| Bankers Life And Casualty | Indianapolis | IN | 07/2011 | 06/2020 |
| Alphastar Capital Management, Llc | Cornelius | NC | 06/2020 | 11/2023 |
| The Assurance Group | Carmel | IN | 06/2020 | 11/2023 |
| Bankers Life Advisory Services | Indianapolis | IN | 02/2018 | 06/2020 |
| Fidelity Investments | Indianapolis | IN | 11/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-12-22 |
| S66 | Uniform Combined State Law Examination | 2018-02-08 |
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