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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-04-21 |
| GA | RA | APPROVED | 2022-06-10 |
| NY | RA | APPROVED | 2022-01-03 |
| TX | RA | APPROVED_RES | 2021-04-23 |
| MA | RA | APPROVED | 2020-07-13 |
| IN | RA | APPROVED | 2020-04-28 |
| AZ | RA | APPROVED | 2019-11-18 |
| CA | RA | APPROVED | 2019-10-01 |
Branch Locations
5857 Owens Ave Suite 300, Carlsbad, CA 92008 • United States
One American Square, Indianapolis, IN 46282 • United States
3230 E Imperial Highway, Brea, CA 92821 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | San Diegoa | CA | 04/2016 | 03/2018 |
| Guardian Life Insurance Company Of America | San Diego | CA | 04/2016 | 03/2018 |
| Guardian Life Insurance Company | La Jolla | CA | 10/2017 | 03/2018 |
| Park Avenue Securities | La Jolla | CA | 10/2017 | 03/2018 |
| Massmutual Life Insurance Company | San Diego | CA | 04/2018 | 11/2018 |
| Mml Investors Services, Llc | San Diego | CA | 05/2018 | 11/2018 |
| Guardian Life Insurance Co Of America | Santa Monica | CA | 12/2018 | 06/2019 |
| Park Avenue Securities, Llc | Santa Monica | CA | 12/2018 | 06/2019 |
| American United Life | Carlsbad | CA | 10/2019 | Present |
| Oneamerica Securities | Carlsbad | CA | 10/2019 | Present |
| Unemployed | Carlsbad | CA | 07/2019 | 09/2019 |
Non-variable insurance sales (fixed life, fixed annuities) **Owner: One Pacific Tax Strategies, LLC - CPA firm
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-21 |
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