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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-01-11 |
| CT | RA | APPROVED | 2017-01-05 |
Branch Locations
61 Hillside Avenue, Winsted, CT 06098 • 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 |
|---|---|---|---|---|
| Fortis Investors, Inc. | Lakeville | CT | 05/1995 | 12/2016 |
| American United Life | Winsted | CT | 11/2016 | Present |
| Oneamerica Securities | Winsted | CT | 01/2017 | Present |
| John E Schwaikert, Cfp | Winsted | CT | 05/1998 | 01/2017 |
Non-variable insurance sales (fixed life, fixed annuities, health, P&C)**Owner: MATRIX Financial Services, Inc. - fixed life and health insurance sales**Owner: IRS Registered Tax Preparer**Owner: John Schwaikert, CFP - budget preparation, accumulation & distribution planning, college planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-08 |
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