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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-07 |
| SC | RA | APPROVED | 2026-08-07 |
| DE | RA | APPROVED | 2026-06-30 |
| FL | RA | APPROVED | 2026-06-30 |
| NJ | RA | APPROVED | 2026-06-30 |
| MI | RA | APPROVED | 2026-05-12 |
| VA | RA | APPROVED | 2026-05-07 |
| AR | RA | APPROVED | 2026-04-21 |
| WI | RA | APPROVED | 2026-04-08 |
| IN | RA | APPROVED | 2026-02-25 |
| AZ | RA | APPROVED | 2026-02-24 |
| UT | RA | APPROVED | 2026-02-18 |
| TX | RA | APPROVED | 2026-02-09 |
| CA | RA | APPROVED | 2026-01-26 |
| MD | RA | APPROVED | 2026-01-26 |
| PA | RA | APPROVED | 2026-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burton | King Of Prussia | PA | 03/2020 | 04/2022 |
| The O.N. Equity Sales Company | Cincinnat | OH | 10/2022 | Present |
| Student | Collegeville | PA | 05/2012 | 05/2022 |
| Unemployed | Collegeville | PA | 06/2022 | 09/2022 |
| O.N. Investment Management Company | Cincinnati | OH | 10/2022 | Present |
Individual Life Insurance sales through various companies. Group Benefits through various companies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-27 |
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