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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2026-04-02 |
| KY | RA | APPROVED | 2024-01-08 |
| OR | RA | APPROVED | 2021-03-05 |
| FL | RA | APPROVED | 2020-12-22 |
| NM | RA | APPROVED | 2020-09-18 |
| AZ | RA | APPROVED | 2020-02-18 |
| TX | RA | APPROVED_RES | 2018-01-18 |
| CO | RA | APPROVED | 2017-03-16 |
| CA | RA | APPROVED | 2017-02-03 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
9375 E Shea Blvd Suite 114, Scottsdale, AZ 85260 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Colorado Springs | CO | 06/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Colorado Springs | CO | 11/2016 | 01/2017 |
| American United Life | Pueblo | CO | 01/2017 | Present |
| Oneamerica Securities | Pueblo | CO | 02/2017 | Present |
Non-variable insurance sales (fixed life, fixed annuities)**Owner: Spence, Cassidy Wealth Partners, LLC-fixed insurance sales**Owner: IST (Income Solutions Technologies), LLC-educational software; revenue from software subscriptions**Sales: Estate Documents Pro-estate planning software**Co-Founder: Acervus Systems-Data Management**Introducing Broker: Britehorn Partners-Mergers and Acquisitions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-16 |
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