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Oneamerica Securities, Inc. CRD 4173
$306M regulatory AUM 8,795 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-06 |
| UT | RA | APPROVED | 2022-02-07 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
5295 S Commerce Dr Suite 100, Murray, UT 84107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Murray | UT | 06/2015 | Present |
| Oneamerica Securities | Murray | UT | 07/2015 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)**Potential ad revenue from YouTube channel (James Morgan) - not securities related**Entertainer: Wasatch Casino Parties - entertainment for corporate parties**Owner: Braby Insurance, LLC - fixed insurance sales**Agent: Smart Benefit Solutions - health insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-06 |
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