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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-17 |
| PA | RA | APPROVED | 2026-07-17 |
| OR | RA | APPROVED | 2024-01-18 |
| NJ | RA | APPROVED | 2024-01-03 |
| UT | RA | APPROVED | 2024-01-03 |
| WI | RA | APPROVED | 2024-01-03 |
| CA | RA | APPROVED | 2021-07-01 |
| WA | RA | APPROVED | 2018-07-23 |
| VA | RA | APPROVED | 2018-07-03 |
| FL | RA | APPROVED | 2017-01-19 |
| NV | RA | APPROVED | 2017-01-10 |
| ID | RA | APPROVED | 2017-01-03 |
Branch Locations
3050 N. Lakeharbor Lane Suite 210, Boise, ID 83703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carlsbad | CA | 05/2014 | Present |
| Bank Of America, N.A. | Carlsbad | CA | 06/2014 | Present |
| Ohio National Financial Services | Cincinnati | OH | 10/2016 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 01/2017 | Present |
1). Lanbla, LLC; yes investment related; 731 Douglas Street, San Francisco CA 94114; real-estate; limited partner; 11/28/2006-present; 4 hours/month (0 during market hours). attend annual partner meetings. 2). Insurance Sales; yes investment related; 3050 N Lake Harbor, Suite 210 Lane Boise ID 83703; Insurance sales; agent; 11/28/2016-present; 40 hours/month (40 during market hours); insurance salesman who will be receiving compensation for policies sold.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-15 |
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