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Current Employers
Oneamerica Securities, Inc.

One American Square, Indianapolis, IN 46282 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2025-04-02
MA RA APPROVED 2024-01-24
  • WV RA
    APPROVED
    Since 2025-04-02
  • MA RA
    APPROVED
    Since 2024-01-24

Branch Locations

400 Fifth Avenue Suite 520, Waltham, MA 02451 • 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 Newton MA 01/2021 Present
Oneamerica Securities Newton MA 11/2022 Present
Unemployed Natick MA 10/2019 12/2021
Eastern Bank Newton MA 06/2019 10/2019
Citizens Bank Natick MA 12/2015 06/2019
  • 01/2021 → Present
    American United Life
    Newton, MA
  • 11/2022 → Present
    Oneamerica Securities
    Newton, MA
  • 10/2019 → 12/2021
    Unemployed
    Natick, MA
  • 06/2019 → 10/2019
    Eastern Bank
    Newton, MA
  • 12/2015 → 06/2019
    Citizens Bank
    Natick, MA
Other Businesses

Non-variable insurance sales (fixed life, fixed annuities)**Currence Inc.-Subscriber and Affiliate/Personal Cash Flow Management Solution

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-22
S63 Uniform Securities Agent State Law Examination 2023-02-25
  • S65 Uniform Investment Adviser Law Examination
    2023-12-22
  • S63 Uniform Securities Agent State Law Examination
    2023-02-25
Other Names
  • Vivian Vt Cam

View on SEC IAPD

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