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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-02-10 |
Branch Locations
20151 Sw Birch Street Suite 250, Newport Beach, CA 92660 • United States
One American Square, Indianapolis, IN 46282 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Glendale | CA | 10/2008 | Present |
| Oneamerica Securities | Glendale | CA | 10/2008 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)**Co-Owner: Cambridge Financial Partners - insurance agency**Owner: Four Square Financial Literacy Partners, Inc. - financial literacy services**Board Member: North Bluff Park Community Association - homeowners' association
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-04-19 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-13 |
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