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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-13 |
| AZ | RA | APPROVED | 2022-10-19 |
| FL | RA | APPROVED | 2022-09-09 |
| NV | RA | APPROVED | 2021-04-02 |
| NC | RA | APPROVED | 2021-03-16 |
| HI | RA | APPROVED | 2020-04-30 |
| IN | RA | APPROVED | 2017-10-31 |
| TX | RA | APPROVED | 2017-10-04 |
| MI | RA | APPROVED | 2017-08-16 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
Jenison, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell And Reed, Inc. | Grand Rapids | MI | 02/2011 | 07/2017 |
| Various Insurance Carriers For W & R Insurance Agencies | Jenison | MI | 02/2011 | 07/2017 |
| University Of Wyoming Alumni Association | Laramie | WY | 09/2016 | 08/2017 |
| American United Life | Jenison | MI | 07/2017 | Present |
| Oneamerica Securities | Jenison | MI | 08/2017 | Present |
Non-variable insurance sales (Fixed life, fixed annuities, health)**Owner: Design Underwriting Inc.-insurance sales-non-registered workplace retirement solutions provider
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-22 |
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