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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-10 |
| NJ | RA | APPROVED | 2025-04-21 |
| NC | RA | APPROVED | 2023-02-16 |
| MT | RA | APPROVED | 2023-02-14 |
| AZ | RA | APPROVED | 2023-02-13 |
| NV | RA | APPROVED | 2023-01-31 |
| UT | RA | APPROVED | 2023-01-17 |
| MA | RA | APPROVED | 2023-01-12 |
| IL | RA | APPROVED | 2022-12-02 |
| VA | RA | APPROVED | 2022-11-28 |
| WA | RA | APPROVED | 2022-11-28 |
| OR | RA | APPROVED | 2022-11-21 |
| CA | RA | APPROVED | 2022-11-14 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
5857 Owens Ave Suite 300, Carlsbad, CA 92008 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Horsham | PA | 04/2014 | 01/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 05/2014 | 01/2018 |
| Massmutual Life Insurance Company | La Jolla | CA | 01/2018 | 11/2022 |
| Mml Investors Services, Llc | La Jolla | CA | 02/2018 | 11/2022 |
| Oneamerica Securities | Carlsbad | CA | 11/2022 | Present |
| American United Life | Carlsbad | CA | 09/2022 | Present |
Non-variable insurance sales (fixed life, fixed annuities)**Agent: Word & Brown - group health insurance sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-11-18 |
| S66 | Uniform Combined State Law Examination | 2009-07-13 |
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