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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-04 |
| NJ | RA | APPROVED | 2020-09-09 |
| AZ | RA | APPROVED | 2018-03-13 |
Branch Locations
9375 E Shea Blvd Suite 114, Scottsdale, AZ 85260 • 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 |
|---|---|---|---|---|
| Cue Financial Group, Inc. | Phoenix | AZ | 10/1997 | 03/2018 |
| Foothill Securities, Inc. | Phoenix | AZ | 08/2009 | 12/2016 |
| Preferred Benefit Concepts Inc. | Scottsdale | AZ | 07/1995 | 03/2018 |
| Securities America, Inc. | Phoenix | AZ | 12/2016 | 03/2018 |
| Oneamerica Securities | Scottsdale | AZ | 03/2018 | Present |
| American United Life | Scottsdale | AZ | 06/2017 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-21 |
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