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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-09-15 |
| NH | RA | APPROVED | 2023-03-08 |
| MA | RA | APPROVED | 2014-04-23 |
Branch Locations
400 Fifth Avenue Suite 520, Waltham, MA 02451 • United States
One American Square, Indianapolis, IN 46282 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Wakefield | MA | 06/2012 | Present |
| Oneamerica Securities | Wakefield | MA | 10/2013 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health, P&C)**Sales: Real estate license**Owner: Rental property
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-05-03 |
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