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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2024-06-24 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Inc | Indianapolis | IN | 09/2006 | 10/2017 |
| Jpmorgan Chase Bank Na | Indianapolis | IN | 01/2017 | 10/2017 |
| Ubs Financial Services Inc. | Bonita Springs | FL | 09/2019 | 03/2021 |
| Jpmorgan Chase Bank Na | Indianapolis | IN | 05/2021 | 06/2024 |
| Jpmorgan Securities Llc | Indianapolis | IN | 05/2021 | 06/2024 |
| Jpmorgan Chase Bank Na | Naples | FL | 10/2017 | 09/2019 |
| Jpmorgan Securities Llc | Naples | FL | 10/2017 | 09/2019 |
| Ubs Financial Services Inc. | Greenwood | IN | 03/2021 | 05/2021 |
| American United Life | Indianapolis | IN | 06/2024 | Present |
| Oneamerica Securities | Indianapolis | IN | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-23 |
| S66 | Uniform Combined State Law Examination | 2006-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-13 |
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