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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-08-06 |
| CA | RA | APPROVED | 2024-09-05 |
| CO | RA | APPROVED | 2022-09-01 |
| NC | RA | APPROVED | 2022-07-19 |
| MI | RA | APPROVED | 2022-06-08 |
| FL | RA | APPROVED | 2021-04-26 |
| GA | RA | APPROVED | 2018-09-13 |
| OH | RA | APPROVED | 2018-05-25 |
| TX | RA | APPROVED_RES | 2017-11-13 |
| ID | RA | APPROVED | 2016-09-16 |
| KS | RA | APPROVED | 2010-05-06 |
| MO | RA | APPROVED | 2010-01-21 |
Branch Locations
801 W Foxwood Drive, Raymore, MO 64083 • United States
One Financial Way, Cincinnati, OH 45242 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2000 | Present |
| Ohio National Life Insurance | Cincinnati | OH | 10/2004 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 01/2005 | Present |
1)THE Heckadon GROUP; NOT INVESTMENT RELATED; 801 W FOXWOOD DR RAYMORE MO 64083; INSURANCE SALES; REP; 01/07/2005 TO PRESENT; 50 HOURS PER MONTH ALSO DURING TRADING; SELL MARKET AND SERVICE INSURANCE PRODUCTS. 2)COMMUNITY FINANCIAL SERVICES; NOT INVESTMENT RELATED; 801 W FOXWOOD DRIVE RAYMORE MO 64083; RETAIL BROKERAGE BUSINESS; ADVISOR; 01/2006 TO PRESENT; 160 HOURS PER MONTH ALSO DURING TRADING HOURS; PROSPECT NEW CLIENTS, SELL, MARKET AND SERVICE BROKERAGE AND INSURANCE PRODUCTS.3) HEALTH INSURANCE; NOT INVESTMENT RELATED; 801 W. FOX WOOD DRIVE RFAYMORE MO 64083; HEALTH & SUPPLEMENTAL INSURANCE; SALES REP; 11/01/2016-PRESENT; 10-20 HOURS/MONTH; 10-20 TRADING/ MONTH; PROSEPCTING, MARKETING AND SALE OF HEALTH INSURANCE AS WELL AS SUPPLEMENTAL ACCIDENT, CRITICAL ILLNESS INSURANCE. 4) W&E Holdings LLC: not investment related; 4545 SW gull Point Dr Lees Summit MO 64082; real estate rehab/rental; President; 12/22/2021; identify, purchase, manage transactional/rental real estate; 5 hours/month (0 during security hours); identify value-add real estate opportunities, negotiate purchase price, hire remodel labor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-25 |
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