Deanna Rae Conerly

Current Employers

Employment History

• 06/2015 → 01/2017
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 06/2015 → 01/2017
  Northwestern Mutual Investment Services Llc
  Indianapolis, IN
• 12/2016 → 02/2020
  American United Life
  Indianapolis, IN
• 03/2017 → 02/2020
  Oneamerica Securities
  Indianapolis, IN
• 02/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN
• 04/2020 → Present
  Bank Of America, N.A.
  Indianapolis, IN

Previous Registrations

• 2018-08-21 → 2020-02-27
  Oneamerica Securities, Inc.
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

I*409554, Entity Type, Entity Charitable, Name of OBA: CICOA, Address: Indianapolis, IN, 46240, Investment Related: No, Position, Title, Association: Committee, Board Member, Employee Start Date: 03/15/2021, No Hours: 5hrs/Mo, No Hours during trading: 2, Duties: CICOA empowers older adults, those of any age with a disability, and their caregivers by providing the innovative answers, services, and support they need to achieve the greatest possible independence, dignity, and quality of life. . I*418495For profit or not for profit: Entity For Profit Name of outside business organization: Uplevel Investment related: No Address of business: Fishers, Indiana, 46037, Nature of business: Sole Proprietorship Position, title, association: Treasurer, Owner, Start date of relationship: 5/1/2021Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 3Duties: , Uplevel will be a life coaching business that encourages, supports, and assists individuals and small groups of individuals with utilizing available mindset techniques to live their best life successfully. There will be a focus on mindset and money mindset coaching for women entrepreneurs regarding their relationships with money. I*1970283Entity For Profit Name of OBA: InteleTravel Address: Delray Beach, Florida, 33445Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 08/23/2024No Hours: 10No Hours during trading: 0Duties: Independent Travel Agent I*: 2215280 Entity Type: For Profit Name of OBA: PlanNet Marketing Address: Atlanta, GA 30303 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 03/03/2025 Number of Hours: 5 hrs mthly Number of Hours during trading: 0 Duties: Related to previously approved OBA, InteleTravel independent agent. This role would relate to conversations and marketing activities related to establishing friends and family members as independent travel agency owners.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-18
• S63 Uniform Securities Agent State Law Examination
  2016-03-16

Other Names

• Deanna Rae Booth
• Deanna Rae Booth
• Deanna Conerly