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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2020-11-10 |
| AZ | RA | APPROVED | 2018-06-14 |
| UT | RA | APPROVED | 2018-05-04 |
Branch Locations
1225 E Fort Union Blvd Suite 350, Cottonwood Heights, UT 84047 • 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 |
|---|---|---|---|---|
| Transwest Credit Union | Salt Lake City | UT | 04/2014 | 08/2017 |
| Fidelity Brokerage Services, Llc | Salt Lake City | UT | 08/2017 | 03/2018 |
| American United Life | Cottonwood Heights | UT | 04/2018 | Present |
| Oneamerica Securities | Cottonwood Heights | UT | 05/2018 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-28 |
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