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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 | 2026-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-01 |
| S65 | Uniform Investment Adviser Law Examination | 2025-12-04 |
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