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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-11 |
| MA | RA | APPROVED | 2012-01-06 |
Branch Locations
400 Fifth Avenue Suite 520, Waltham, MA 02451 • 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 | Waltham | MA | 05/2011 | Present |
| Oneamerica Securities | Waltham | MA | 07/2011 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)**Board Member: Bellingham Business Association**Board Director: Women in Action, Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-24 |
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