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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2022-07-22 |
| IL | RA | APPROVED | 2021-06-24 |
| IN | RA | APPROVED | 2021-03-23 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
645 West Carmel Drive Suite 110, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truefitness Wellness Center | Indianapolis | IN | 12/2016 | 07/2017 |
| Logicalis | Indianapolis | IN | 06/2015 | 11/2016 |
| Nylife Securities Llc | Carmel | IN | 07/2017 | 03/2018 |
| New York Life Insurance Co | Carmel | IN | 07/2017 | 03/2018 |
| Mass Mutual Life Insurance Company | Indianapolis | IN | 04/2018 | 03/2020 |
| Mml Investors Services, Llc | Indianapolis | IN | 04/2018 | 03/2020 |
| Lpl Financial, Llc | Indianapolis | IN | 03/2020 | 02/2021 |
| American United Life | Carmel | IN | 02/2021 | Present |
| Oneamerica Securities | Carmel | IN | 03/2021 | Present |
Non-variable insurance sales (fixed life, fixed annuities)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-23 |
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