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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-05-02 |
| NH | RA | APPROVED | 2016-04-28 |
| MA | RA | APPROVED | 2014-04-15 |
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 | Waltham | MA | 05/2011 | Present |
| Oneamerica Securities | Waltham | MA | 05/2011 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)**Owner: The Moody Street Group, LLC - insurance agency**Secretary: National Pension Partners
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1990-04-04 |
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