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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Los Angeles | CA | 02/2018 | 06/2018 |
| Capital Group / American Funds Service | Irvine | CA | 05/2002 | 02/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2018 | 04/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2019 | 04/2019 |
| Foresters Financial Services | Indianapolis | IN | 05/2019 | 06/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | 07/2019 |
| Cetera Investment Advisers Llc | Indianapolis | IN | 06/2019 | 07/2019 |
| Lutz Investment Planning Service, Inc | Noblesville | IN | 01/2019 | 08/2019 |
| American United Life | Indianapolis | IN | 08/2019 | 01/2025 |
| Oneamerica Securities | Noblesville | IN | 09/2019 | 01/2025 |
| Voya Financial Partners, Llc | Westfield | IN | 01/2025 | Present |
| Voya | Westfield | IN | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-30 |
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