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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2021-08-09 |
| FL | RA | APPROVED | 2021-08-05 |
| CO | RA | APPROVED | 2021-05-26 |
| TX | RA | APPROVED_RES | 2021-05-18 |
| IN | RA | APPROVED | 2007-01-11 |
Branch Locations
645 West Carmel Drive Suite 110, Carmel, IN 46032 • United States
One American Square, Indianapolis, IN 46282 • United States
231 Main Street, Kendallville, IN 46755 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Carmel | IN | 11/2001 | Present |
| Moldt Financial Llc | Indianapolis | IN | 12/2006 | Present |
| Registered Representative | Carmel | IN | 01/2007 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)**Owner: Moldt Financial, LLC - insurance sales**Owner: FM Realty, LLC - rental property, Indianapolis, IN**Self-employed: Musician**Board Member: Holt Community House Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-17 |
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