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Current Employers
Civitas Financial Llc

7820 Innovation Blvd Ste 225, Indianapolis, IN 46278 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-08-17
  • IN RA
    APPROVED
    Since 2026-08-17

Branch Locations

1318 Ohio Street Suite 2, Terre Haute, IN 47807 • United States

7820 Innovation Blvd Ste 225, Indianapolis, IN 46278 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Civitas Financial Llc Indianapolis IN 08/2026 Present
American Senior Benefits Indianapolis IN 05/2024 Present
Aflac Indianapolis IN 03/2024 05/2024
State Of Indiana 181St Airbase Indianapolis IN 12/2023 02/2024
Virgo County Government Terre Haute IN 08/2023 10/2023
Hydrite Chemical Terre Haute IN 06/2016 06/2023
  • 08/2026 → Present
    Indianapolis, IN
  • 05/2024 → Present
    American Senior Benefits
    Indianapolis, IN
  • 03/2024 → 05/2024
    Aflac
    Indianapolis, IN
  • 12/2023 → 02/2024
    State Of Indiana 181St Airbase
    Indianapolis, IN
  • 08/2023 → 10/2023
    Virgo County Government
    Terre Haute, IN
  • 06/2016 → 06/2023
    Hydrite Chemical
    Terre Haute, IN
Other Businesses

(1) American Senior Benefits; Yes; Indianapolis, IN; Insurance Services; Insurance Agent; 05/2024; 80/ HRS MO; 80/ HRS MO (50% of their time spent in this business)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-30
  • S65 Uniform Investment Adviser Law Examination
    2026-07-30

View on SEC IAPD

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