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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2022-01-04 |
| CO | RA | APPROVED | 2019-10-25 |
| AZ | RA | APPROVED | 2004-03-11 |
| UT | RA | APPROVED | 2004-03-10 |
Branch Locations
1225 E Fort Union Blvd Suite 350, Cottonwood Heights, UT 84047 • 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 | Midvale | UT | 01/2004 | Present |
| Oneamerica Securities, Inc | Midvale | UT | 02/2004 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)**Owner: Intermountain Professional Education, LLC - continuing education programs**Owner: Intermountain Financial Advisors, Inc. (DBA: One Financial Advisors) - insurance agency**Owner: One Financial Network**President/Senior Pension Consultant: National Pension Partners**Owner: Intermountain Financial Management, LLC - fixed insurance sales**Owner: Maxwell & Associates, LLC (DBA: One Financial Network) - fixed insurance sales**Board Member/Advisor: IBM.TV - operated by Moneymasters PBS (not for profit company) mission is to provide quality TV channels and movies in areas not covered by traditional media
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-08-17 |
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