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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-11 |
| WA | RA | APPROVED | 2025-11-06 |
| OH | RA | APPROVED | 2025-01-07 |
| KY | RA | APPROVED | 2024-04-23 |
| TX | RA | APPROVED_RES | 2024-04-18 |
| AZ | RA | APPROVED | 2024-03-20 |
| CA | RA | APPROVED | 2024-03-18 |
Branch Locations
9375 E Shea Blvd Suite 114, Scottsdale, AZ 85260 • 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 |
|---|---|---|---|---|
| Az Grassroots | Tucson | AZ | 06/2016 | 02/2017 |
| Spence, Cassidy & Associates | Scottsdale | AZ | 05/2017 | 07/2019 |
| American United Life | Scottsdale | AZ | 07/2019 | Present |
| Oneamerica Securities | Scottsdale | AZ | 12/2019 | 04/2022 |
| University Of Arizona | Tucson | AZ | 08/2015 | 08/2019 |
| Sagepoint Financial, Inc. | Tempe | AZ | 04/2022 | 09/2023 |
| The Ameriflex Group, Inc. | Tempe | AZ | 04/2022 | 02/2024 |
| Osaic Wealth, Inc. | Tempe | AZ | 09/2023 | 02/2024 |
| Oneamerica Securities | Scottsdale | AZ | 03/2024 | Present |
Non-variable insurance sales (fixed life, fixed annuities)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-10-22 |
| S65 | Uniform Investment Adviser Law Examination | 2020-02-21 |
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