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140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-03-02 |
Branch Locations
140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
113 Seaboard Lane Suite B 150, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Nasvhille | TN | 02/2011 | Present |
| Oneamerica Securities | Nashville | TN | 03/2011 | Present |
| Ascensus | Dresher | PA | 11/2019 | Present |
Applicant is employed with the firm's parent company, Ascensus, LLC. In addition to her association with the member firm, she is also associated with FuturePlan by Ascensus, a network of retirement plan administrators and represents the full time execution of her Ascensus job responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-27 |
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