# Securities America, Inc.: fundraiser

> Securities America, Inc. placed 29 company rounds filed with the SEC, most recently Dec 2025. Who they placed, by sector and size.

Source: https://millionrounds.com/providers/securities-america-inc (Millionrounds; every figure on the page links to its filing or article)

[Fundraisers](https://millionrounds.com/fundraisers) / Securities America, Inc.

Fundraiser Registered broker-dealer

# Securities America, Inc.

FINRA 10205 · placing rounds since Apr 2014

**29** company rounds placed

**4** in the last two years, last Dec 2025

**$2.2B** sold in the rounds they placed

**1.8%** typical commission; the median firm takes 4.9%

Named on 45 Form D filings as paid to sell the offering: 29 for operating companies, 16 for funds. 5 registered agents named.

## Quarter by quarter

Company rounds they placed in each quarter, from the filings.

**2** 23Q4 **2** 24Q4 **2** 25Q4

## What they place

- Insurance **86%**
- Oil and Gas **14%**

## How big the rounds are

- Under $1M **3**
- $1M to $5M **1**
- $5M to $20M **0**
- $20M to $100M **11**
- $100M+ **12**

## Where the companies are

**IN** 22 **OH** 2 **PA** 2 **TX** 2 **MO** 1

## Rounds they placed

[Company rounds](https://millionrounds.com/providers/securities-america-inc)[Everything, funds and real estate too](https://millionrounds.com/providers/securities-america-inc?show=all)

Filed Issuer Industry Sold

Dec 2025 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: James Bethea Insurance **$102M**

Dec 2025 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: James T. Bethea Insurance **$37M**

Dec 2024 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: James T. Bethea Insurance **$37M**

Dec 2024 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: James Bethea Insurance **$107M**

Dec 2023 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: James T. Bethea Insurance **$39M**

Dec 2023 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: James Bethea Insurance **$108M**

Dec 2022 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: James Bethea Insurance **$113M**

Dec 2022 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: James T. Bethea Insurance **$40M**

Dec 2021 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: James T. Bethea Insurance **$40M**

Dec 2021 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: James Bethea Insurance **$118M**

Dec 2020 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: James T. Bethea Insurance **$40M**

Dec 2020 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: James Bethea Insurance **$120M**

Dec 2019 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: James T. Bethea Insurance **$41M**

Dec 2019 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: James Bethea Insurance **$129M**

Dec 2018 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: James Bethea Insurance **$135M**

Dec 2018 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: James T. Bethea Insurance **$41M**

Dec 2017 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: James Bethea Insurance **$146M**

Dec 2017 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: James T. Bethea Insurance **$41M**

Jun 2017 Mewbourne Energy Partners 17-A, L.P. Oil and Gas **$720k**

Dec 2016 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: James Bethea Insurance **$154M**

Dec 2016 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: James T. Bethea Insurance **$42M**

Sept 2016 Nationwide Private Placement Variable Account Agents: Blair Van Buren Insurance **$3.1M**

Sept 2016 Atlas Eagle Ford 2016 L.P. Oil and Gas **-**

Jul 2016 Mewbourne Energy Partners 16-A, L.P. Oil and Gas **$180k**

Dec 2015 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: James Bethea Insurance **$170M**

Dec 2015 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: James T. Bethea Insurance **$42M**

Nov 2015 GENERAL AMERICAN LIFE INSURANCE Co Agents: Glenn A. Fishman Insurance **$363M**

May 2014 Atlas Resources Series 34-2014 L.P. Oil and Gas **-**

Apr 2014 Nationwide Private Placement Variable Account Agents: Blair Alan Van Buren, Brett Scott Ellen Insurance **$212k**

From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.

## Often on the same rounds

Other fundraisers named on the same filings: the firms they syndicate with.

[**M Holdings Securities Inc.** 27 rounds together](https://millionrounds.com/providers/m-holdings-securities-inc)[**Lion Street Financial** 25 rounds together](https://millionrounds.com/providers/lion-street-financial)[**Kestra Investment Services LLC** 25 rounds together](https://millionrounds.com/providers/kestra-investment-services-llc)[**UVEST Investment Services** 22 rounds together](https://millionrounds.com/providers/uvest-investment-services)[**LPL Financial LLC** 22 rounds together](https://millionrounds.com/providers/lpl-financial-llc)[**ProEquities, Inc.** 13 rounds together](https://millionrounds.com/providers/proequities)

## Founders who worked with them

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