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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-28 |
| CA | RA | APPROVED | 2024-02-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Home Depot | Redlands | CA | 01/2014 | 04/2017 |
| Strategic Insurance Solutions | Redlands | CA | 04/2017 | 02/2024 |
| American United Life | Redlands | CA | 05/2017 | Present |
| Oneamerica Securities | Redlands | CA | 02/2024 | Present |
Non-variable insurance sales (fixed life, fixed annuities)**Loan Originator: Secure Choice Lending-residential mortgage lending**Owner: Strategic Holding Solutions-holding company**Vice President of Finance: RX Revive, LLC-pharmaceutical reverse distributor**Facilitator: Strategic Enterprise Solutions-event retail
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-29 |
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