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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-28 |
Branch Locations
400 Fifth Avenue Suite 520, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Newton | MA | 02/2025 | Present |
| Oneamerica Securities | Newton | MA | 05/2026 | Present |
| National Medical Care | Waltham | MA | 08/1997 | 05/2020 |
| Knights Of Columbus Insurance | New Haven | CT | 06/2020 | 01/2025 |
| Knights Of Columbus Asset Advisors Llc | New Haven | CT | 06/2023 | 01/2025 |
Non-variable insurance sales (fixed life, fixed annuities)**Owner & Preparer: Tax Services-Tax Return Preparation Service**Vice President: Cash Investors Club-Investment Club/ Partnership**Vice President: KC 234 Investors-Investment Club/Partnership**Treasurer: Knights of Columbus Building Assoc of Dedham-Fraternal Org. Building Rental
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-07 |
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