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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-09-08 |
| TX | RA | APPROVED_RES | 2025-07-25 |
| FL | RA | APPROVED | 2024-11-13 |
| CA | RA | APPROVED | 2024-09-19 |
| OR | RA | APPROVED | 2024-04-24 |
| SC | RA | APPROVED | 2023-12-05 |
| UT | RA | APPROVED | 2023-08-04 |
| ID | RA | APPROVED | 2023-05-11 |
Branch Locations
3681 N Locust Grove Rd Suite 200, Meridian, ID 83646-5924 • 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 | Meridian | ID | 12/2022 | Present |
| Oneamerica Securities | Meridian | ID | 04/2023 | Present |
| The Church Of Jesus Christ Of Latter-Day Saints | Accra | 09/2019 | 03/2020 | |
| Ensign College | Salt Lake City | UT | 08/2020 | 08/2021 |
| Nicholson And Olson | Bountiful | UT | 03/2020 | 09/2020 |
| Sun Valley Resort | Hailey | ID | 06/2019 | 09/2019 |
| Boise State University | Boise | ID | 08/2021 | 05/2023 |
| Wood River High School | Hailey | ID | 08/2016 | 06/2019 |
Non-variable insurance sales (fixed life, fixed annuities)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-11 |
| S65 | Uniform Investment Adviser Law Examination | 2023-05-11 |
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