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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-02-10 |
| AZ | RA | APPROVED | 2022-02-09 |
| HI | RA | APPROVED | 2021-05-11 |
| WY | RA | APPROVED | 2017-07-03 |
| UT | RA | APPROVED | 2013-03-08 |
| ID | RA | APPROVED | 2013-03-07 |
| OR | RA | APPROVED | 2011-06-23 |
| WA | RA | APPROVED | 2011-06-23 |
Branch Locations
16703 Se Mcgillivray Blvd Suite 230, Vancouver, WA 98683 • 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 |
|---|---|---|---|---|
| American United Life | Vancouver | WA | 08/2009 | Present |
| Oneamerica Securities | Vancouver | WA | 03/2010 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)**Case Manager: Affiliated Recovery Company, LLC-claims recovery for hospitals and other organizations**Owner: Jensen and Sons Tax and Trust Services, LLC-income tax preparation and trustee services**Owner: Jensen Office Management, LLC-ownership of agency office building**Owner: Forging Futures LLC-Cattle Breeding/Cattle Sales**Owner: BAAF LLC-cell tower rental income
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-31 |
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