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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-06 |
| WY | RA | APPROVED | 2025-05-09 |
| ID | RA | APPROVED | 2024-10-17 |
| UT | RA | APPROVED | 2023-06-27 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
165 East 1400 North Suite 220, Logan, UT 84341 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sky View High School | Smithfield | UT | 06/2014 | 06/2017 |
| Green Canyon High School | North Logan | UT | 06/2017 | 06/2018 |
| Church Of Jesus Christ Of Latter Day Saints | Quezon City | 06/2018 | 03/2020 | |
| Ups | Logan | UT | 03/2020 | 11/2022 |
| Ep Wealth Advisors | Logan | UT | 05/2022 | 05/2023 |
| Oneamerica Securities | Logan | UT | 05/2023 | Present |
| American United Life | Logan | UT | 05/2023 | Present |
Non-variable insurance sales (fixed life, fixed annuities)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-10-03 |
| S65 | Uniform Investment Adviser Law Examination | 2022-05-28 |
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