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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-21 |
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 |
|---|---|---|---|---|
| Bentley University | Waltham | MA | 08/2017 | 05/2021 |
| Wager Family | Mclean | VA | 06/2021 | 09/2023 |
| The Moody Street Group | Newton | MA | 09/2019 | 11/2023 |
| Union County Vocational Technical High School | Scotch Plains | NJ | 08/2014 | 06/2017 |
| American United Life | Newton | MA | 10/2023 | Present |
| Oneamerica Securities | Newton | MA | 09/2024 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)**Operations Manager: The Aries Foundation-Non-Profit for Financial Education
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2026-01-13 |
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