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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| KY | RA | APPROVED | 2025-01-01 |
| MI | RA | APPROVED | 2025-01-01 |
| OH | RA | APPROVED | 2022-09-26 |
| IN | RA | APPROVED | 2022-03-03 |
| IL | RA | APPROVED | 2022-02-23 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
Fort Myers Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds | Carmel | IN | 04/2020 | 01/2021 |
| American Funds | Carmel | IN | 09/2012 | 04/2020 |
| American Funds | Carmel | IN | 01/2021 | 12/2021 |
| American United Life | Fort Myers Beach | FL | 10/2021 | Present |
| Oneamerica Securities | Fort Myers Beach | FL | 02/2022 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)**Hail Appraiser: Hail Appraisals Inc.-Auto Appraisals**Co-Owner: Hail Appraisals Inc.-Auto Appraisals **Board Member: Hail Appraisals Inc.**Auto Appraiser: Mike Sonley Appraisals-Vehicle Appraisals
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-29 |
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