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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-21 |
| IL | RA | APPROVED | 2026-05-29 |
| KS | RA | APPROVED | 2026-04-29 |
| AZ | RA | APPROVED | 2025-05-09 |
| WI | RA | APPROVED | 2024-01-19 |
| FL | RA | APPROVED | 2020-01-03 |
| TX | RA | APPROVED_RES | 2019-01-30 |
| CO | RA | APPROVED | 2019-01-29 |
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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2016 | 02/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2016 | 02/2017 |
| Securities America, Inc. | Denver | CO | 02/2017 | 11/2018 |
| Securities America Advisors | Denver | CO | 02/2017 | 11/2018 |
| Constellation Insurance | Cincinnati | OH | 05/2017 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 01/2019 | Present |
| O.N. Investment Management Company | Cincinnati | OH | 01/2019 | Present |
1)Insurance Sales; 8400 E. Prentice Ave, Greenwood Village CO 80111; not investment related; agent; 06/01/2005-present; 80 hours/month (50 during market hours); business development, client meetings, case preparation, delivery, client reviews and follow up meetings.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-08-06 |
| S65 | Uniform Investment Adviser Law Examination | 2008-06-19 |
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