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3150 C Street Suite 240, Anchorage, AK 99503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| CO | RA | APP_PEND_IARCE | 2026-01-01 |
| NV | RA | APP_PEND_IARCE | 2026-01-01 |
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
| WA | RA | APPROVED | 2024-08-02 |
| TX | RA | APPROVED | 2023-09-26 |
| AK | RA | APPROVED | 2023-06-20 |
Branch Locations
3150 C Street Suite 240, Anchorage, AK 99503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Companies | Anchorage | AK | 09/1999 | 01/2017 |
| The O.N. Equity Sales Company | Cincinnati | OH | 03/2017 | 06/2019 |
| On Investment Management Co | Cincinnati | OH | 03/2017 | 06/2019 |
| Woodbury Financial Services Inc | Anchorage | AK | 07/2019 | 04/2020 |
| Ameritas Investment Company, Llc | Lincoln | NE | 03/2020 | 06/2023 |
| Coho Financial Group, Llc | Anchorage | AK | 02/2017 | Present |
| Coho Advisory Services | Anchorage | AK | 01/2023 | Present |
* COHO FINANCIAL GROUP LLC; SAME AS BRANCH; INV REL; INSURANCE/ANNUITY SALES; GENERAL AGENT; START DATE=02/01/2017; HRS/MO=130; TRADING HRS/MO=80 * Allyfe Pregnancy Clinics (TM); non inv rel; 701 W Charleston Blvd, Las Vegas, NV 89102; Non-profit women's resource centers; Founder/Advisor; start date=02/2023; hrs/mo=2; trading hrs/mo=2; serve on committee meetings to set up centers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-28 |
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