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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-01-21 |
| RI | RA | APPROVED | 2026-01-14 |
| FL | RA | APPROVED | 2026-01-08 |
| MA | RA | APPROVED | 2025-12-24 |
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 |
|---|---|---|---|---|
| Lincoln Financial Advisors | Waltham | MA | 03/2015 | 10/2016 |
| Integrated Partners | Waltham | MA | 10/2016 | 11/2025 |
| Integrated Wealth Concepts | Waltham | MA | 06/2024 | 11/2025 |
| Oneamerica Securities | Newton | MA | 11/2025 | Present |
| American United Life | Newton | MA | 10/2025 | Present |
Non-variable insurance sales (fixed life, fixed annuities)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-26 |
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