Byron Michael Smith

Employer firm

Oneamerica Securities, Inc. CRD 4173

$306M regulatory AUM 8,795 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 08/2017
  Fifth Third Securities
  Cincinnati, OH
• 08/2017 → 06/2022
  Ohio National Financial Services
  Blue Ash, OH
• 08/2017 → 06/2022
  The O.N. Equity Sales Company
  Cincinnati, OH
• 06/2022 → Present
  American United Life
  South Lebanon, OH
• 06/2022 → Present
  Oneamerica Securities
  South Lebanon, OH

Previous Registrations

• 2017-08-15 → 2022-06-29
  On Investment Management Co
  Cincinnati, OH
• 2015-02-10 → 2017-08-07
  Fifth Third Securities, Inc.
  Cincinnati, OH
• 2014-04-17 → 2015-01-20
  Raymond James & Associates, Inc.
  Blue Ash, OH
• 2013-07-26 → 2014-02-04
  Pnc Wealth Management Llc
  Cincinnati, OH
  Cold Spring, KY
• 2012-06-26 → 2013-03-18
  Strategic Advisers Llc
  Covington, KY

Exams

• S66 Uniform Combined State Law Examination
  2012-06-25
• S63 Uniform Securities Agent State Law Examination
  2011-11-18