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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-26 |
| CA | RA | APPROVED | 2026-01-05 |
| MI | RA | APPROVED | 2025-02-13 |
| LA | RA | APPROVED | 2025-01-27 |
| VA | RA | APPROVED | 2024-07-24 |
| WI | RA | APPROVED | 2023-10-03 |
| NC | RA | APPROVED | 2023-06-06 |
| MN | RA | APPROVED | 2022-08-18 |
| OR | RA | APPROVED | 2022-01-07 |
| UT | RA | APPROVED | 2021-12-16 |
| AZ | RA | APPROVED | 2021-04-27 |
| NM | RA | APPROVED | 2021-04-06 |
| IA | RA | APPROVED | 2021-04-05 |
| WA | RA | APPROVED | 2021-04-05 |
| WV | RA | APPROVED | 2021-02-05 |
| MT | RA | APPROVED | 2020-10-14 |
| IN | RA | APPROVED | 2020-10-13 |
| CO | RA | APPROVED | 2019-01-22 |
| TX | RA | APPROVED | 2019-01-22 |
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 |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Loveland | CO | 09/2016 | 01/2019 |
| Rental House | Greeley | CO | 07/2016 | 02/2017 |
| Sole Prop Rental | Fort Collins | CO | 09/2018 | Present |
| Waddell & Reed Inc. | Fort Collins | CO | 09/2016 | 01/2019 |
| Unemployed | Fort Collins | CO | 08/2016 | 09/2016 |
| The O.N. Equity Sales Company | Cincinnati | OH | 01/2019 | Present |
1). Insurance sales; 4025 Automation Way C1, Fort Collins, CO, 80525, not investment related; agent; 09/2016-present; 10 hours/month (10 during market hours); selling life, LTC and DI insurance. 2). Dementia-Friendly Communities of Northern Colorado; 8403 Castaway Drive, Windsor, CO 80528; not investment related; Advocacy and Support for people with dementia and their families; 5 hours/month (1 during securities trading hours); Board Member; attend monthly board meetings; serve on one of committees of the organization; seek funding sources for the organization; explore the possibility of replicating the practices of Northern Colorado to assist other parts of the country in establishing a Dementia-Friendly Community organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-25 |
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