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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:

Current Employers
Oneamerica Securities, Inc.

One American Square, Indianapolis, IN 46282 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-01
  • CA RA
    APPROVED
    Since 2026-06-01

Branch Locations

Cypress, CA • United States

One American Square, Indianapolis, IN 46282 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American United Life Cypress CA 03/2026 Present
Oneamerica Securities Cyrpess CA 05/2026 Present
Hr Block Fullerton CA 01/2026 04/2026
Self Employed Fresno CA 03/2025 04/2026
Shadow Nut Trading Santa Clarita CA 09/2022 03/2025
Self Employed Cypress CA 01/2021 09/2022
Dmc Power Carlson CA 08/2015 01/2021
  • 03/2026 → Present
    American United Life
    Cypress, CA
  • 05/2026 → Present
    Oneamerica Securities
    Cyrpess, CA
  • 01/2026 → 04/2026
    Hr Block
    Fullerton, CA
  • 03/2025 → 04/2026
    Self Employed
    Fresno, CA
  • 09/2022 → 03/2025
    Shadow Nut Trading
    Santa Clarita, CA
  • 01/2021 → 09/2022
    Self Employed
    Cypress, CA
  • 08/2015 → 01/2021
    Dmc Power
    Carlson , CA
Other Businesses

Non-variable insurance sales (fixed life, fixed annuities, health)**Owner: Elios Life LLC DBA Elios Insurance Agency-Fixed Insurance**Owner: Self-Employed Accounting & Tax Practice-Accounting and Tax Services**Senior Manager Tax Prep: Optima Tax Relief-Tax Resolution and Tax Preparation Services

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-04-01
S65 Uniform Investment Adviser Law Examination 2025-12-04
  • S63 Uniform Securities Agent State Law Examination
    2026-04-01
  • S65 Uniform Investment Adviser Law Examination
    2025-12-04

View on SEC IAPD

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