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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-08 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
5857 Owens Ave Suite 300, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Carlsbad | CA | 05/2023 | Present |
| Oneamerica Securities | Carlsbad | CA | 10/2024 | Present |
| Chaffey Joint Union High School District | Ontario | CA | 08/2002 | 09/2024 |
| Self Employed | Eastvale | CA | 08/2019 | 09/2024 |
Non-variable insurance sales (fixed life, fixed annuities)**CTE Teacher: Chaffey Joint Union High School**Insurance Agent: Thriving Financial
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-04 |
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