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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2021-12-06 |
| TX | RA | APPROVED | 2017-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Georgetown | TX | 09/2015 | Present |
| Oneamerica Securities | Georgetown | TX | 03/2016 | Present |
Non-variable insurance sales (fixed life, fixed annuities)**Owner: Hollis Lewis & Associates, LLC - real estate investment
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-05 |
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