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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2023-12-13 |
| TX | RA | APPROVED_RES | 2017-05-26 |
| FL | RA | APPROVED | 2007-01-05 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
Tampa, FL • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| American United Life | Tampa | FL | 05/2006 | Present |
| Oneamerica Securities | Tampa | FL | 08/2006 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health, P&C)**Agent: First Family Financial, Inc. - insurance sales**Agent: Standard Funding Corp. - sales of premium financing for P&C policies**Co-Owner: Jack and Maria Tompkins - Tenants by Entirety - quadplex-rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-24 |
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