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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-10 |
| GA | RA | APPROVED | 2024-07-10 |
| NJ | RA | APPROVED | 2023-06-02 |
| AL | RA | APPROVED | 2022-05-24 |
| NC | RA | APPROVED | 2021-07-26 |
| VA | RA | APPROVED | 2021-07-14 |
| MD | RA | APPROVED | 2021-07-13 |
| TN | RA | APPROVED | 2018-07-11 |
Branch Locations
1567 N Eastman Rd Suite 4, Kingsport, TN 37664 • 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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | Johnson City | TN | 04/2016 | 12/2016 |
| Transamerica Agency Network | Johnson City | TN | 02/2016 | 12/2016 |
| Valic Financial Advisors, Inc. | Brentwood | TN | 01/2017 | 07/2018 |
| American United Life | Brentwood | TN | 04/2018 | Present |
| Oneamerica Securities | Brentwood | TN | 07/2018 | Present |
Non-variable insurance sales (fixed life, fixed annuities)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-06 |
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