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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-06-18 |
| CO | RA | APPROVED | 2026-01-13 |
| CA | RA | APPROVED | 2025-01-01 |
| NV | RA | APPROVED | 2025-01-01 |
Branch Locations
20151 Sw Birch Street Suite 250, Newport Beach, CA 92660 • 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 | Santa Ana | CA | 01/2009 | Present |
| Oneamerica Securities | Santa Ana | CA | 01/2009 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)**Presenter: Four Square Financial Literacy Partners, Inc. - financial literacy services**Owner: J.F. Financial, Inc. (DBA: J.F. Financial & Investment Services) - insurance sales**Loan Officer: First Class Lending - mortgage lending**Real Estate Agent: EXP Realty - real estate sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-13 |
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