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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2024-03-12 |
Branch Locations
Two Regency Plaza Suite 4, Providence, RI 02903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Johnston | RI | 01/2017 | 02/2024 |
| New York Life Ins Co | Johnston | RI | 10/2016 | 02/2024 |
| Pinnacle | Warwick | RI | 05/2002 | 09/2016 |
| Eagle Strategies Llc | Johnston | RI | 02/2022 | 02/2024 |
| American United Life | Providence | RI | 02/2024 | Present |
| Oneamerica Securities | Providence | RI | 03/2024 | Present |
Non-variable insurance sales (fixed life, fixed annuities)**Board Member: Central Falls Board of Canvassers - oversee & facilitate city election process
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-27 |
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