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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-03-10 |
| PA | RA | APPROVED | 2025-09-26 |
| MN | RA | APPROVED | 2024-09-25 |
| MD | RA | APPROVED | 2023-09-08 |
| CO | RA | APPROVED | 2023-06-13 |
| IA | RA | APPROVED | 2023-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | West Des Moines | IA | 10/2011 | 09/2022 |
| The Financial Specialists | Cedar Rapids | IA | 09/2022 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 12/2022 | Present |
| Ohio National Financial Services | Cincinnati | OH | 10/2022 | Present |
1) Name: Something 2B Celebrated LLC; Investment-related: No; Business address: 105 Marshall Drive, Waukee, IA 50263;Nature of business: Custom teepee sleepover service for children; Position/Title: Co-founder/LLC Member Start: September 2022; Hours/Month devote: 5; Hours/Month (devote during securities trading hours: 0); Duties: Support loading vehicle and setting up/taking down teepees
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-17 |
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