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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2026-08-20 |
| AR | RA | APPROVED | 2026-06-02 |
| TX | RA | APPROVED | 2025-12-19 |
| AZ | RA | APPROVED | 2025-12-17 |
| NV | RA | APPROVED | 2025-12-16 |
| UT | RA | APPROVED | 2025-12-16 |
| ID | RA | APPROVED | 2025-12-12 |
Branch Locations
920 W Heritage Park Blvd Suite 110, Layton, UT 84041 • 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 |
|---|---|---|---|---|
| Madison Poole | Meridian | ID | 01/2015 | 06/2019 |
| Church Of Jesus Christ Of Latter Day Saints | Monrovia | 07/2019 | 02/2020 | |
| Pierce Park Greens | Boiser | ID | 03/2020 | 12/2021 |
| Church Of Jesus Christ Of Latter Day Saints | Monrovia | 01/2021 | 05/2022 | |
| Precoa | Provo | UT | 06/2022 | 03/2023 |
| American United Life | Layton | UT | 05/2023 | Present |
| Oneamerica Securities | Layton | UT | 07/2025 | Present |
Non-variable insurance sales (fixed life, fixed annuities)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-04 |
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