Best Investors Account Sign in
Current Employers
Oneamerica Securities, Inc.

One American Square, Indianapolis, IN 46282 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2015-02-16
  • FL RA
    APPROVED
    Since 2015-02-16

Branch Locations

3030 North Rocky Point Drive W Suite 160, Tampa, FL 33607 • United States

One American Square, Indianapolis, IN 46282 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
American United Life Tampa FL 10/2014 Present
Oneamerica Securities Tampa FL 01/2015 Present
  • 10/2014 → Present
    American United Life
    Tampa, FL
  • 01/2015 → Present
    Oneamerica Securities
    Tampa, FL
Previous Registrations
  • 2007-02-09 → 2015-01-16
    Weehawken, NJ
    Bonita Springs, FL
  • 2003-10-24 → 2007-02-09
    Keybanc Capital Markets Inc.
    Bonita Springs, FL
    Bonita Springs, FL
Other Businesses

Non-variable insurance sales (fixed life, fixed annuities, health)**Owner: Joe Louis Fernandez Jr, LLC-Pass through to consulting life and health Insurance

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-04-21
S65 Uniform Investment Adviser Law Examination 1997-01-27
  • S63 Uniform Securities Agent State Law Examination
    1997-04-21
  • S65 Uniform Investment Adviser Law Examination
    1997-01-27

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor