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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-23 |
| AZ | RA | APPROVED | 2021-03-24 |
| CA | RA | APPROVED | 2021-03-16 |
| FL | RA | APPROVED | 2011-07-19 |
Branch Locations
7480 Sw 40Th Street Suite 602, Miami, FL 33155 • 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 |
|---|---|---|---|---|
| American United Life | Miami | FL | 12/2009 | Present |
| Oneamerica Securities | Miami | FL | 06/2011 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)**Educational Presenter: 4 Square Financial Literacy Partners - educational presenter of federal benefits and financial literacy topics
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-01 |
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