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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-03 |
| IL | RA | APPROVED | 2025-01-09 |
| NC | RA | APPROVED | 2023-06-23 |
| IA | RA | APPROVED | 2022-07-28 |
Branch Locations
425 2Nd Street Se Suite 310, Cedar Rapids, IA 52401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Collins Aerospace | Cedar Rapids | IA | 06/2009 | 04/2022 |
| The O.N. Equity Sales Company | Cincinnati | OH | 05/2022 | Present |
1) Quantum; yes investment related; 18700 N. Hayden Road, Scottsdale AZ 85255; MYGA FIA; 10/01/2022-present; 5 hours/month (5 during securities trading hours/month). Work with Quantum to identify fixed annuities and FIA for clients seeking these product offerings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-26 |
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