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Marlon Cave

Oneamerica Securities, Inc.

Miami, FL

Indianapolis, IN

CRD 7722533

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Employer firm

Oneamerica Securities, Inc. CRD 4173

$306M regulatory AUM 8,795 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Oneamerica Securities, Inc.

One American Square, Indianapolis, IN 46282 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-06-12
KY RA APPROVED 2025-02-21
FL RA APPROVED 2025-01-01
  • GA RA
    APPROVED
    Since 2025-06-12
  • KY RA
    APPROVED
    Since 2025-02-21
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

7480 Sw 40Th Street Suite 602, Miami, FL 33155 • 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 Miami FL 12/2011 Present
Oneamerica Securities Miami FL 04/2023 Present
  • 12/2011 → Present
    American United Life
    Miami, FL
  • 04/2023 → Present
    Oneamerica Securities
    Miami, FL
Other Businesses

Non-variable insurance sales (fixed life, fixed annuities)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-24
  • S65 Uniform Investment Adviser Law Examination
    2023-03-24

View on SEC IAPD

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