DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Oneamerica Securities, Inc.
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Mervin Edward Fatter | LPL Financial LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2026 | Jun 22, 2026 |
| Alicia E Cardona | Eagle Strategies LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 21, 2026 | Sep 8, 2026 (110 d) |
| Kenneth E O'Connor | LPL Enterprise, LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2026 | Apr 2, 2026 |
| Anthony W Blum | J.P. Morgan Securities LLC wirehouse | Oneamerica Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 3, 2026 | May 27, 2026 (85 d) |
| Joel D Hyde | Cambridge Investment Research Advisors, Inc. BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 27, 2026 | Mar 16, 2026 |
| Emily Nicole Sibert | Eagle Strategies LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 6, 2026 | Mar 4, 2026 |
| John Joseph Nakowicz | Tlg Advisors, Inc. BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 4, 2026 | Jan 5, 2026 |
| Bolaji Richard Odusanya | World Investment Advisors, LLC other | Oneamerica Securities, Inc. BD affiliated | Other | Jan 21, 2026 | Jun 22, 2026 (152 d) |
| Denise Jan Mayen | Integrity Alliance, LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 5, 2026 | Mar 2, 2026 (56 d) |
| Zachary L Scardino | MML Investors Services, LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 11, 2025 | Dec 11, 2025 |
| Michael J Corrales | Altitude Capital Management LLC independent RIA | Oneamerica Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 5, 2025 | Dec 21, 2025 |
| William John George | Integrated Wealth Concepts LLC independent RIA | Oneamerica Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 24, 2025 | Dec 24, 2025 |
| Douglas A Brackin | Planmember Securities Corporation independent RIA | Oneamerica Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 10, 2025 | Nov 13, 2025 |
| Nathan Paul Chesley | Creativeone Wealth, LLC independent RIA | Oneamerica Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 4, 2025 | Nov 5, 2025 |
| Demetrio Joselito Munoz | MML Investors Services, LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 5, 2025 | Dec 19, 2025 (105 d) |
| Grace M Lopez-Williams | Avantax Advisory Services BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 5, 2025 | Sep 18, 2025 |
| Barry M Weinstein | Equitable Advisors, LLC national BD | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 19, 2025 | Sep 4, 2025 |
| Britni Kendrick | Edward Jones national BD | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 5, 2025 | Jan 15, 2026 (224 d) |
| Brent A Pinkerton | LPL Enterprise, LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 2, 2025 | May 21, 2025 |
| Christopher M Schoone | LPL Enterprise, LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2025 | May 28, 2025 (50 d) |
| Luis Rafael Villavicencio | Independent Financial Partners BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 31, 2025 | Apr 15, 2025 |
| Tracey Dean | Ip Financial Advisory Services LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 3, 2025 | Apr 7, 2025 (35 d) |
| David Bronzal Dennis | Mwa Financial Services, Inc. independent RIA | Oneamerica Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 13, 2025 | Jan 23, 2026 (344 d) |
| Jerry Thomas Alberico | Knights Of Columbus Asset Advisors LLC institutional | Oneamerica Securities, Inc. BD affiliated | Other | Feb 5, 2025 | May 28, 2026 (477 d) |
| Brandon L Bouchereau | MML Investors Services, LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 16, 2025 | Feb 26, 2025 (41 d) |
| Kevin Bryan Barajas | Principal Securities, Inc. BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 7, 2025 | Feb 18, 2025 (42 d) |
| Norman M Bryant | Eagle Strategies LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 19, 2024 | Jun 27, 2025 (220 d) |
| Desmond M Daly | Centaurus Financial, Inc. BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 8, 2024 | Dec 24, 2025 (411 d) |
| David Michael Smith | Elevage Partners, LLC independent RIA | Oneamerica Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 25, 2024 | Jun 11, 2025 (229 d) |
| Hunter Rockwell Favorite | 49 Financial independent RIA | Oneamerica Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 16, 2024 | Jan 27, 2025 (103 d) |
| Ana B Hernandez | LPL Financial LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 14, 2024 | Dec 10, 2024 (57 d) |
| Isaiah M Delph | Cx Institutional, LLC independent RIA | Oneamerica Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 6, 2024 | Oct 9, 2024 (33 d) |
| Robert J Covello | Eagle Strategies LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 29, 2024 | Oct 9, 2024 (41 d) |
| Michael Joseph Wimmer | MML Investors Services, LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 27, 2024 | Sep 13, 2024 |
| Richard M Hoe | Osaic Wealth, Inc. BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 19, 2024 | Mar 3, 2026 (561 d) |
| George R Denham | Trek Financial independent RIA | Oneamerica Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 1, 2024 | Nov 13, 2024 (104 d) |
| Daniel Edward Gooding | Grove Point Advisors, LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 17, 2024 | Aug 5, 2024 |
| Robert Michael Gianchiglia | USA Financial Securities LLC independent RIA | Oneamerica Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 9, 2024 | Jan 13, 2026 (553 d) |
| David B Dickerson | MML Investors Services, LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 21, 2024 | Jun 27, 2024 |
| David Andrew Ward | Wells Fargo Advisors wirehouse | Oneamerica Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 20, 2024 | May 19, 2026 (698 d) |
| Kathy A Wilson | J.P. Morgan Securities LLC wirehouse | Oneamerica Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 12, 2024 | Jun 24, 2024 |
| Laurence Michael Braunstein | Paradigm Wealth Advisory LLC independent RIA | Oneamerica Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 21, 2024 | Jan 7, 2026 (596 d) |
| James A Whiteman | Equitable Advisors, LLC national BD | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 6, 2024 | Apr 9, 2024 |
| Ryan C Oldmixon | Eagle Strategies LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 12, 2024 | Mar 12, 2024 |
| Jennifer Diane Manthey | Vicus Capital, Inc. independent RIA | Oneamerica Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 4, 2024 | Apr 23, 2024 (50 d) |
| Drew A Spence | The Ameriflex Group BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 21, 2024 | Mar 18, 2024 |
| Blaine D Ratliff | Integrity Alliance, LLC independent RIA | Oneamerica Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jan 3, 2024 | Aug 9, 2024 (219 d) |
| Justin David Strunk | Ars Investment Advisors, Inc. independent RIA | Oneamerica Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2024 | Jan 30, 2024 |
| Andrew G Rosner | Woodbury Financial Services, Inc. BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2023 | Jan 2, 2024 |
| Tyler Simpson Camp | MML Investors Services, LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 20, 2023 | Feb 13, 2024 (55 d) |
| Mark Lovoy | MML Investors Services, LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 12, 2023 | Dec 12, 2023 |
| Marquis L Chachere | Equitable Advisors, LLC national BD | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 7, 2023 | Mar 8, 2024 (92 d) |
| Sebastian A Cooper | Pruco Securities, LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 1, 2023 | Jun 16, 2025 (563 d) |
| Jonathan D Leuchs | Pruco Securities, LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 29, 2023 | Dec 20, 2023 |
| Michael J Garcia | Eagle Strategies LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 17, 2023 | Nov 3, 2023 |
| Spencer M Bamgartner | Morgan Stanley wirehouse | Oneamerica Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 13, 2023 | Oct 19, 2023 |
| Patty Ann Miller | Charles Schwab & Co., Inc. national BD | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2023 | Oct 17, 2023 |
| Christopher Simich | Mutual Of Omaha Investor Services, Inc. independent RIA | Oneamerica Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 7, 2023 | Mar 12, 2024 (187 d) |
| Martina Arelis Jimenez Sperry | J.P. Morgan Securities LLC wirehouse | Oneamerica Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 16, 2023 | Apr 17, 2024 (245 d) |
| Colette L Beaumont | Assetmark, Inc. BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 8, 2023 | Aug 11, 2023 |
Page 1 of 9Next
521 moves match.