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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-05-18 |
| SC | RA | APPROVED | 2025-04-29 |
| WV | RA | APPROVED | 2025-04-25 |
| NC | RA | APPROVED | 2024-07-31 |
| PA | RA | APPROVED | 2018-08-30 |
| TX | RA | APPROVED | 2016-07-07 |
| CO | RA | APPROVED | 2016-04-13 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio Natonal Life | Loveland | CO | 12/1994 | Present |
| The O.N. Equity Sales Company | Loveland | CO | 01/1995 | Present |
1) JMP FINANCIAL SERVICES INC; NOT INVESTMENT RELATED; 633 ATWOOD CT FT COLLINS CO 80525; SELLING LIFE, HEALTH, DISABILITY, LONG TERM CARE, and FIXED ANNUITIES; PRESIDENT; START DATE: 09/18/1989; 100 HOURS PER MONTH(100 HOURS DURING TRADING HOURS).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-21 |
| S65 | Uniform Investment Adviser Law Examination | 2016-04-01 |
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