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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-04-22 |
| WY | RA | APPROVED | 2025-08-06 |
| AZ | RA | APPROVED | 2025-05-09 |
| FL | RA | APPROVED | 2024-05-30 |
| KY | RA | APPROVED | 2024-04-10 |
| MD | RA | APPROVED | 2023-07-24 |
| LA | RA | APPROVED | 2022-03-02 |
| NC | RA | APPROVED | 2021-10-20 |
| SC | RA | APPROVED | 2021-10-20 |
| VA | RA | APPROVED | 2021-10-20 |
Branch Locations
4454 Mill Landing Drive, Harrisbueg, NC 28075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth And Income Group Llc | Roanoke | VA | 05/2021 | Present |
| Unemployeed | Harrisburg | NC | 04/2021 | 05/2021 |
| Paychex Inc. | Charlotte | NC | 07/2015 | 03/2021 |
| Constellation Insurance | Cincinnati | OH | 05/2021 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 06/2021 | Present |
| On Investment Management Company | Cincinnati | OH | 09/2001 | Present |
1) Insurance sales; 4454 Mill Landing Drive Harisburg NC 28075; insurance sale; sales; 05/17/2021/ 20 hours/month ( 20 during security hours); sales 2). Golden Mack & Associates; Yes investment related; 1324 Westgate Center Drive, Winston-Salem, NC 27103; assisting Third Party Administrator with enrolling/educating participants in retirement plans; enroller; 03/27/2023-present; 6 hours/month (6 during securities trading hours/month). Assisting Golden Mack & Associates Third Party Administrator to roll out/educate/ enroll participants.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-21 |
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