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Keaton Andrew James

Civitas Financial LLC

Okemos, MI

Indianapolis, IN

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Current Employers
Civitas Financial Llc

7820 Innovation Blvd Ste 225, Indianapolis, IN 46278 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-03-02
  • MI RA
    APPROVED
    Since 2026-03-02

Branch Locations

2175 Association Dr Suite 270, Okemos, MI 48864 • United States

7820 Innovation Blvd Ste 225, Indianapolis, IN 46278 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Civitas Financial Llc Indianapolis IN 02/2026 Present
American Senior Benefits Okemos MI 02/2022 Present
Central Michigan University Mt. Pleasant MI 10/2019 04/2022
Bankers Life & Casualty Okemos MI 05/2018 09/2018
Full Time Student Mt. Pleasant MI 02/2016 05/2022
  • 02/2026 → Present
    Civitas Financial Llc
    Indianapolis, IN
  • 02/2022 → Present
    American Senior Benefits
    Okemos, MI
  • 10/2019 → 04/2022
    Central Michigan University
    Mt. Pleasant, MI
  • 05/2018 → 09/2018
    Bankers Life & Casualty
    Okemos, MI
  • 02/2016 → 05/2022
    Full Time Student
    Mt. Pleasant, MI
Other Businesses

(1) American Senior Benefits; Yes; Okemos, MI; Insurance Services; Insurance Agent; 02/2022; 50% of his time is spent on this activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-20
  • S65 Uniform Investment Adviser Law Examination
    2026-02-20
Other Names
  • Keaton James

View on SEC IAPD

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