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Indianapolis, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-03-12 |
Branch Locations
Indianapolis, IN • United States
Indianapolis, IN • United States
4839 Mallard View Lane, Indianapolis, IN 46226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-07-29 |
Branch Locations
4839 Mallard View Lane, Indianapolis, IN 46226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aflac | Indianapolis | IN | 06/2020 | Present |
| Eye Specialist Of Indiana | Indianapolis | IN | 09/2019 | 06/2020 |
| Dumpster Dan Sanitation Llc | Owensboro | KY | 06/2010 | 09/2019 |
| Benefit Advocate Corporation | Indianapolis | IN | 10/2020 | Present |
| Oneadvocate Financial Llc | Indianapolis | IN | 03/2026 | Present |
| Pink Jeep Adventure Tours | Sedona | AZ | 02/2019 | 09/2019 |
| Thunder Sixty Six | Sedona | AZ | 08/2018 | 08/2019 |
INSURANCE AGENT- INVESTMENT RELATED, INDIANAPOLIS, INDIANA, INSURANCE SALES, AGENT, 2020, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-29 |
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