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Indianapolis, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-03-12 |
Branch Locations
Indianapolis, IN • United States
4839 Mallard View Lane, Indianapolis, IN 46226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2015-04-15 |
Branch Locations
4839 Mallard View Lane, Indianapolis, IN 46226 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| American United Life | Indianapolis | IN | 02/2007 | 01/2017 |
| The Benefit Advocate Corportation | Indianiapolis | IN | 01/2017 | Present |
| Payroll Advocate, Llc | Indianapolis | IN | 03/2018 | Present |
| My-Financial-Advocate | Indianapolis | IN | 11/2011 | 03/2026 |
| Oneadvocate Financial Llc | Indianapolis | IN | 03/2026 | Present |
PAYROLL ADVOCATE, LLC; NOT INVESTMENT RELATED, INDIANAPOLIS, IN PAYROLL PROCESSING CEO, SPENDS LESS THAN 5% OF TIME PER MONTH ON ACTIVITY. 25 INSURANCE AGENT- INVESTMENT RELATED; INDIANAPOLIS, INDIANA, INSURANCE SALES, AGENT, 2017, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-02-20 |
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