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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-04-02 |
| MA | RA | APPROVED | 2024-01-24 |
Branch Locations
400 Fifth Avenue Suite 520, Waltham, MA 02451 • United States
One American Square, Indianapolis, IN 46282 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Newton | MA | 01/2021 | Present |
| Oneamerica Securities | Newton | MA | 11/2022 | Present |
| Unemployed | Natick | MA | 10/2019 | 12/2021 |
| Eastern Bank | Newton | MA | 06/2019 | 10/2019 |
| Citizens Bank | Natick | MA | 12/2015 | 06/2019 |
Non-variable insurance sales (fixed life, fixed annuities)**Currence Inc.-Subscriber and Affiliate/Personal Cash Flow Management Solution
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-25 |
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