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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-15 |
| WA | RA | APPROVED | 2023-05-02 |
| DC | RA | APPROVED | 2022-04-12 |
| VA | RA | APPROVED | 2022-04-07 |
| CA | RA | APPROVED | 2020-10-21 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
5857 Owens Ave Suite 300, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vistar Business Monitor | San Jose | CA | 04/2010 | 12/2017 |
| Guardian Life Insurance Co Of America | La Jolla | CA | 01/2018 | 09/2020 |
| Park Avenue Securities | La Jolla | CA | 02/2018 | 09/2020 |
| American United Life | Carlsbad | CA | 10/2020 | Present |
| Oneamerica Securities | Carlsbad | CA | 10/2020 | Present |
Non-variable insurance sales (fixed life, fixed annuities)**Owner: Commpex LLC - tax consulting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-28 |
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