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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-24 |
| TX | RA | APPROVED | 2026-07-23 |
| IN | RA | APPROVED | 2026-05-27 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
645 West Carmel Drive Suite 110, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Carmel | IN | 04/2026 | Present |
| Oneamerica Securities | Carmel | IN | 05/2026 | Present |
| Robert W. Baird | Mishawaka | IN | 06/2021 | 06/2025 |
| Total Wine | Indianapolis | IN | 02/2021 | 06/2021 |
| Homeadvisor | Indianapolis | IN | 05/2020 | 01/2021 |
| University Of Dayton | Dayton | OH | 08/2019 | 03/2020 |
| Harmony Healthcare It | South Bend | IN | 05/2019 | 08/2019 |
| Indiana Beverage | South Bend | IN | 06/2017 | 08/2017 |
| Indiana Beverage | South Bend | IN | 12/2019 | 01/2020 |
| Robert W. Baird & Co. Incorporated | Mishawaka | IN | 06/2021 | 06/2025 |
| J.P. Morgan Securities Llc | Elkhart | IN | 07/2025 | 03/2026 |
| Jpmorgan Chase Bank, N.A. | Elkhart | IN | 07/2025 | 03/2026 |
| Harmony Healthcare It | South Bend | IN | 05/2018 | 08/2018 |
| University Of Dayton | Dayton | OH | 08/2017 | 05/2018 |
| University Of Dayton | Dayton | OH | 08/2018 | 05/2019 |
| University Of Dayton | South Bend | OH | 08/2016 | 05/2020 |
Non-variable insurance sales (fixed life, fixed annuities)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-24 |
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