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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-07-27 |
| LA | RA | APPROVED | 2026-07-27 |
| CO | RA | APPROVED | 2026-05-05 |
Branch Locations
8400 E. Prentice Ave Suite 800, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Halliburton | Houston | TX | 10/2024 | 10/2025 |
| Louisiana State University | Baton Rouge | LA | 08/2018 | 05/2022 |
| Jesuit High School Of New Orleans | New Orleans | LA | 08/2014 | 05/2018 |
| Halliburton | Houston | TX | 06/2022 | 10/2024 |
| Colorado Financial Advisors | Denver | CO | 02/2026 | Present |
| Unemployment | Denver | CO | 11/2025 | 01/2026 |
| The O.N. Equity Sales Company | Cincinnati | OH | 03/2026 | Present |
Insurance brokerage as a producer - I present illustrations and take applications for life, health, and disability insurance as well as fixed annuities. This business is not investment related. I started 02/26/2026 and I will devote approximately 40 hours per month to this business all of which (40 hours) will normally be during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-12 |
| S65 | Uniform Investment Adviser Law Examination | 2026-04-29 |
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