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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-25 |
| FL | RA | APPROVED | 2026-06-24 |
| AZ | RA | APPROVED | 2026-06-16 |
| SC | RA | APPROVED | 2026-06-15 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
9375 E Shea Blvd Suite 114, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase | Tempe | AZ | 06/2016 | 03/2023 |
| Family Heritage | Phoenix | AZ | 03/2023 | 10/2023 |
| Family First Life | Phoenix | AZ | 10/2023 | 07/2025 |
| American United Life | Scottsdale | AZ | 07/2025 | Present |
| Oneamerica Securities | Scottsdale | AZ | 06/2026 | Present |
Non-variable insurance sales (fixed life, fixed annuities)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-21 |
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