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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-31 |
| MN | RA | APPROVED | 2026-06-18 |
Branch Locations
8011 34Th Avenue South Suite 436, Bloomington, MN 55425 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Bloomington | MN | 02/2025 | 01/2026 |
| Scheels All Sports Inc. | Eden Prairie | MN | 09/2024 | 02/2025 |
| O'bRiens Public House | Shakopee | MN | 09/2024 | 02/2025 |
| Iowa State University | Ames | IA | 08/2020 | 05/2024 |
| Boulder Taphouse | Ames | IA | 01/2022 | 08/2024 |
| Fox Ridge Golf Course | Dike | IA | 04/2020 | 08/2020 |
| Dike-New Hartford High School | Dike | IA | 08/2015 | 05/2020 |
| Dike City Pool | Dike | IA | 05/2017 | 08/2019 |
| Pinehurst Golf Resort | Pinehurst | NC | 05/2021 | 08/2021 |
| Sand Valley Golf Resort | Nekoosa | WI | 05/2022 | 08/2022 |
| Ridgewood Country Club | Paramus | NJ | 05/2023 | 08/2023 |
| Fox Ridge Golf Course | Dike | IA | 08/2024 | 09/2024 |
| Pilot Financial Partners | Cincinnati | OH | 01/2026 | Present |
| O.N. Investment Management Company | Cincinnati | OH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-22 |
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