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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 |
|---|---|---|---|
| DC | RA | APPROVED | 2024-05-23 |
| MA | RA | APPROVED | 2024-05-15 |
| KY | RA | APPROVED | 2024-05-03 |
| LA | RA | APPROVED | 2024-05-03 |
| AZ | RA | APPROVED | 2024-05-01 |
| ND | RA | APPROVED | 2024-05-01 |
| HI | RA | APPROVED | 2024-04-30 |
| AR | RA | APPROVED | 2024-04-29 |
| DE | RA | APPROVED | 2024-04-29 |
| IA | RA | APPROVED | 2024-04-29 |
| NH | RA | APPROVED | 2024-04-29 |
| AL | RA | APPROVED | 2024-04-26 |
| MI | RA | APPROVED | 2024-04-26 |
| NC | RA | APPROVED | 2024-04-26 |
| WV | RA | APPROVED | 2024-04-26 |
| GA | RA | APPROVED | 2024-04-25 |
| IL | RA | APPROVED | 2024-04-25 |
| MT | RA | APPROVED | 2024-04-25 |
| NV | RA | APPROVED | 2024-04-25 |
| SC | RA | APPROVED | 2024-04-25 |
| WY | RA | APPROVED | 2024-04-25 |
| CA | RA | APPROVED | 2024-04-24 |
| CT | RA | APPROVED | 2024-04-24 |
| FL | RA | APPROVED | 2024-04-24 |
| ID | RA | APPROVED | 2024-04-24 |
| IN | RA | APPROVED | 2024-04-24 |
| ME | RA | APPROVED | 2024-04-24 |
| NJ | RA | APPROVED | 2024-04-24 |
| NM | RA | APPROVED | 2024-04-24 |
| OK | RA | APPROVED | 2024-04-24 |
| PA | RA | APPROVED | 2024-04-24 |
| RI | RA | APPROVED | 2024-04-24 |
| SD | RA | APPROVED | 2024-04-24 |
| TX | RA | APPROVED_RES | 2024-04-24 |
| UT | RA | APPROVED | 2024-04-24 |
| VA | RA | APPROVED | 2024-04-24 |
| WI | RA | APPROVED | 2024-04-24 |
| AK | RA | APPROVED | 2024-04-23 |
| CO | RA | APPROVED | 2024-04-23 |
| KS | RA | APPROVED | 2024-04-23 |
| MD | RA | APPROVED | 2024-04-23 |
| MN | RA | APPROVED | 2024-04-23 |
| MS | RA | APPROVED | 2024-04-23 |
| MO | RA | APPROVED | 2024-04-23 |
| NE | RA | APPROVED | 2024-04-23 |
| NY | RA | APPROVED | 2024-04-23 |
| OH | RA | APPROVED | 2024-04-23 |
| OR | RA | APPROVED | 2024-04-23 |
| VT | RA | APPROVED | 2024-04-23 |
| WA | RA | APPROVED | 2024-04-23 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 09/2013 | 11/2018 |
| Prestige Realty | Phoenix | AZ | 06/2013 | 04/2019 |
| Ameriprise Financial Services, Inc. | Boulder | CO | 02/2020 | 03/2022 |
| Greens Point Catering | Longmont | CO | 06/2019 | 03/2024 |
| Cetera Investment Advisers Llc | El Segundo | CA | 03/2022 | 02/2023 |
| Cetera Advisers Llc | St Cloud | MN | 03/2022 | 02/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 03/2022 | 02/2023 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 03/2022 | 02/2023 |
| First Allied Securities Inc | San Diego | CA | 03/2022 | 02/2023 |
| Los Cheesies Band | Longmont | CO | 06/2021 | 03/2023 |
| Cetera Advisor Networks | El Segundo | CA | 01/2024 | 03/2024 |
| Vicus Capital - Crd # 116021 | State College | PA | 06/2023 | 03/2024 |
| Professional Musician | Longmont | CO | 03/2021 | 03/2024 |
| Defrate & Paavola Llc | New York | NY | 01/2024 | 03/2024 |
| American United Life | Longmont | CO | 03/2024 | Present |
| Oneamerica Securities | Longmont | CO | 04/2024 | Present |
Staff Member: Greens Point Catering - catering & event planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-18 |
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