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11300 N Rodney Parham Rd. Suite 120, Little Rock, AR 72212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-23 |
| AR | RA | APPROVED | 2023-03-15 |
Branch Locations
5310 W. Village Parkway Suite 1, Rogers, AR 72758 • United States
11300 N Rodney Parham Rd. Suite 120, Little Rock, AR 72212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The O.N. Equity Sales Company | Cincinnati | OH | 01/2016 | 07/2018 |
| Ohio National Financial Services | Cincinnati | OH | 01/2016 | 07/2018 |
| Madison Avenue Securities, Llc | San Diego | CA | 07/2018 | 12/2022 |
| Ae Wealth Management, Llc | Topeka | KS | 07/2018 | 02/2023 |
| Colclasure Property Management, Llc | Mablevale | AR | 01/1994 | Present |
| Retirepath Wealth, Llc | Little Rock | AR | 02/2023 | Present |
| The Retirepath Agency, Inc. Fka Insurewealth, Inc. | Little Rock | AR | 01/2016 | Present |
| Blue Rock Place, Llc | Little Rock | AR | 07/2011 | Present |
| On Investment Management Co. | Cincinnati | OH | 01/2016 | 07/2018 |
| Retirepath Wealth, Llc | Little Rock | AR | 11/2022 | Present |
| Retirepath Property And Casualty, Llc | Little Rock | AR | 04/2024 | Present |
1.) NAME: COLCLASURE PROPERTY MANAGEMENT, LLC; INV RELATED:NO; ADDRESS:;10715 W MABLEVALE ROAD, SUITE 785 MABLEVALE, AR 72103 NATURE:PERSONAL RENTAL REAL ESTATE; POSITION:MANAGING PARTNER; START DATE:01/1999; HOURS/MONTH:32; TRADING HOURS/MONTH:0; DUTIES:OVERSEE REPAIRS AND COLLECT RENT (2.) NAME: BLUE ROCK PLACE, LLC; INV RELATED:NO; ADDRESS:;10715 W MABLEVALE ROAD, SUITE 785 MABLEVALE, AR 72103 NATURE:PERSONAL RENTAL REAL ESTATE; POSITION:MANAGING PARTNER; START DATE:07/2010; HOURS/MONTH:32; TRADING HOURS/MONTH:0; DUTIES:OVERSEE REPAIRS AND COLLECT RENT (3.) NAME: The RetirePath Agency, Inc.; INV RELATED:YES; ADDRESS:11300 Rodney Parham Rd, Suite 120 Little Rock, AR 72212; NATURE:FIXED INSURANCE SALES & MEDICARE SUPPLEMENT SALES; POSITION:OWNER/AGENT; START DATE:01/2016 (10/15/19 FOR MEDICARE SUPPLEMENT SALES); HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES:PRIMARY SALES PERSON (4) NAME: RetirePath Property and Casualty, LLC; INV RELATED:YES; ADDRESS:11300 Rodney Parham Rd, Suite 120 Little Rock, AR 72212; NATURE: INSURANCE SALES; POSITION:OWNER/AGENT; START DATE: 04/2024; HOURS/MONTH: 5; TRADING HOURS/MONTH:5; DUTIES:PRIMARY SALES PERSON
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-30 |
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