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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-11-10 |
| FL | RA | APPROVED | 2025-09-05 |
| OH | RA | APPROVED | 2024-08-13 |
| TX | RA | APPROVED | 2022-12-01 |
| MA | RA | APPROVED | 2022-08-08 |
| NY | RA | APPROVED | 2022-07-25 |
| CA | RA | APPROVED | 2022-07-11 |
Branch Locations
5857 Owens Ave Suite 300, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fort Worth Isd | Fort Worth | TX | 08/2015 | 07/2018 |
| University Of Southern California | Los Angeles | CA | 07/2018 | 08/2019 |
| Synergy Quantum Academy | Los Angeles | CA | 08/2019 | 07/2021 |
| American United Life | Carlsbad | CA | 06/2021 | Present |
| Oneamerica Securities | Carlsbad | CA | 04/2022 | Present |
Non-variable insurance sales (fixed life, fixed annuities)**Business Development Consultant: Elevated Operations Group-Consulting and Accounting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-18 |
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