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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-22 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
400 Fifth Avenue Suite 520, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 05/2023 | 02/2025 |
| Best Buy | Burlington | MA | 10/2018 | 05/2026 |
| Lynn Classical High School | Lynn | MA | 09/2014 | 06/2020 |
| World Investments Inc. | Lincroft | NJ | 02/2025 | 01/2026 |
| World Investment Advisors, Llc | Santa Barbara | CA | 02/2025 | 01/2026 |
| American United Life | Newton | MA | 05/2026 | Present |
| Oneamerica Securities | Newton | MA | 06/2026 | Present |
Non-variable insurance sales (fixed life, fixed annuities)**Business Manager: Brunswick Sports Management**Sales Associate: Best Buy
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-04 |
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