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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-06-18 |
Branch Locations
9435 Waterstone Blvd Suite 280, Cincinnati, OH 45249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Cincinnati | OH | 01/2009 | 02/2017 |
| Freestone Capital, Llc | Cincinnati | OH | 02/2017 | 01/2018 |
| Ohio National Financial Services | Cincinnati | OH | 03/2018 | 12/2021 |
| The O.N. Equity Sales Company | Cincinnati | OH | 06/2018 | 12/2021 |
| Ameritas Investment Company, Llc | Lincoln | NE | 12/2021 | 01/2023 |
| Ameritas Life Insurance Corp. | Lincoln | NE | 11/2021 | 01/2023 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 12/2021 | 01/2023 |
| J.T. Clark & Associates/ Dba Fortegic | Mason | OH | 05/2018 | 12/2021 |
| Unemployed | Loveland | OH | 02/2023 | 05/2025 |
| The O.N. Equity Sales Company | Cincinnati | OH | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-06-19 |
| S65 | Uniform Investment Adviser Law Examination | 2016-12-29 |
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