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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-27 |
Branch Locations
20151 Sw Birch Street Suite 250, Newport Beach, CA 92660 • 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 |
|---|---|---|---|---|
| Pruco Securities Llc | Irvine | CA | 06/2022 | 01/2023 |
| Intercultural Associates Llc | Richmond | VA | 08/2019 | 08/2021 |
| Self-Employed | Richmond | VA | 06/2011 | 06/2017 |
| Trader Interactive | Norfolk | VA | 09/2021 | 04/2022 |
| Pruco Securities | Irvine | CA | 03/2023 | 08/2023 |
| The Prudential Insurance Company Of America | Irvine | CA | 08/2023 | 09/2023 |
| Massmutual Life Insurance Company | Irvine | CA | 11/2023 | 06/2024 |
| Mml Investors Services Llc | Irvine | CA | 01/2024 | 06/2024 |
| Globadvance Llc | Ladera Ranch | CA | 06/2017 | 06/2024 |
| American United Life | Newport Beach | CA | 05/2024 | Present |
| Oneamerica Securities | Newport Beach | CA | 06/2024 | Present |
Non-variable insurance sales (fixed life, fixed annuities)**Property Manager: Public Storage - storage facility**Independent Contactor: Uber**Independent Contractor: DoorDash
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-01 |
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