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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-10-08 |
| NC | RA | APPROVED | 2023-07-28 |
| WY | RA | APPROVED | 2021-09-16 |
| FL | RA | APPROVED | 2021-06-18 |
| AZ | RA | APPROVED | 2021-05-20 |
| IA | RA | APPROVED | 2021-04-07 |
| WA | RA | APPROVED | 2021-04-07 |
| NM | RA | APPROVED | 2021-01-29 |
| CA | RA | APPROVED | 2021-01-15 |
| MT | RA | APPROVED | 2020-06-19 |
| AK | RA | APPROVED | 2019-09-10 |
| CO | RA | APPROVED | 2018-12-27 |
Branch Locations
4025 Automation Way C1, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement & Estate Advisors | Fort Collins | CO | 06/2004 | 12/2016 |
| The O.N. Equity Sales Company | Cincinnati | OH | 11/2004 | 12/2016 |
| Rea Capital Management, Llc | Fort Collins | CO | 06/2006 | 04/2017 |
| Fiscal Fitness Clubs Of America, Llc | Parker | CO | 03/2017 | 12/2018 |
| The On Equity Sales Company | Cincinnati | OH | 12/2018 | Present |
1)Financial Consulting Group 360 LLC; not investment related; 4025 Automation Way C1 Fort Collins CO 80525; Advisor hub; Agent ; 12/7/2018; 15 hours/month 15 during securities trading hours. Organizational system setup and execution and solicitation and service non-registered insurance products. 2). Insurance sales; 4025 Automation Way, Fort Collins, CO 80525; Sales; not investment related; sales; 09/04/2025-present; 10 hours/month(10 hours during securities trading hours); selling life, LTC and DI insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-15 |
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