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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-13 |
| IL | RA | APPROVED | 2025-12-19 |
| LA | RA | APPROVED | 2025-02-04 |
| CO | RA | APPROVED | 2025-01-02 |
| FL | RA | APPROVED | 2025-01-02 |
| NE | RA | APPROVED | 2025-01-02 |
| NM | RA | APPROVED | 2024-08-27 |
| GA | RA | APPROVED | 2023-07-10 |
Branch Locations
4 Garden Center Suite L-2, Broomfield, CO 80020 • 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 |
|---|---|---|---|---|
| Unemployed | Broomfield | CO | 10/2017 | 06/2018 |
| Athlinks | Louisville | CO | 12/2015 | 09/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2018 | 09/2019 |
| Northwestern Mutual Investment Services Llc | Boulder | CO | 07/2018 | 09/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2019 | 09/2019 |
| New York Life Insurance Company | Broomfield | CO | 10/2019 | 11/2019 |
| Ohio National Financial Services | Cincinnati | OH | 11/2019 | 06/2021 |
| The O.N. Equity Sales Company | Cincinnati | OH | 02/2020 | 06/2021 |
| American United Life | Broomfield | CO | 06/2021 | Present |
| Oneamerica Securities | Broomfield | CO | 06/2021 | Present |
Non-variable insurance sales (fixed life, fixed annuities)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-06 |
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