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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-12 |
| CA | RA | APPROVED | 2025-09-11 |
| AZ | RA | APPROVED | 2025-08-29 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
9375 E Shea Blvd Suite 114, Scottsdale, AZ 85260 • 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 |
|---|---|---|---|---|
| Allstate Insurance | Mesa | AZ | 10/2020 | 08/2022 |
| Ecolab Company | Naperville | IL | 06/1992 | 09/2020 |
| Crownline Properties Llc | Mesa | AZ | 09/2020 | 12/2022 |
| Rover (In Home Pet Sitting) | Mesa | AZ | 07/2021 | 12/2022 |
| Fortis Lux Financial | Scottsdale | AZ | 06/2023 | 01/2025 |
| Eaglerock Investments | Mesa | AZ | 09/2020 | 02/2025 |
| Mass Mutual | Mesa | AZ | 06/2023 | 01/2025 |
| American United Life | Scottsdale | AZ | 11/2024 | Present |
| Oneamerica Securities | Scottsdale | AZ | 02/2025 | Present |
Non-variable insurance sales (fixed life, fixed annuities)**Owner: Redrock Financial Advisors-Financial Services**Loan Officer: American Pacific Mortgage**Advisor: Integrated Trust Systems-Trusts for Estate Planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-17 |
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