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Current Employers
On Investment Management Co

One Financial Way, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-07-30
GA RA APPROVED 2026-03-31
FL RA APPROVED 2026-02-20
OH RA APPROVED 2024-01-31
VA RA APPROVED 2024-01-29
TN RA APPROVED 2024-01-16
  • AZ RA
    APPROVED
    Since 2026-07-30
  • GA RA
    APPROVED
    Since 2026-03-31
  • FL RA
    APPROVED
    Since 2026-02-20
  • OH RA
    APPROVED
    Since 2024-01-31
  • VA RA
    APPROVED
    Since 2024-01-29
  • TN RA
    APPROVED
    Since 2024-01-16

Branch Locations

1810 Highway 394, Blountville, TN 37617 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Secure Money Masters Bristol TN 11/2022 Present
Department Of Veterans Affairs - Mountain Home Mountain Home TN 10/2018 10/2022
Bristol Tennessee Essential Services Bristol TN 01/2014 10/2018
O.N. Investment Management Company Cincinnati OH 01/2024 Present
The O.N. Equity Sales Company Cincinnati OH 01/2024 Present
  • 11/2022 → Present
    Secure Money Masters
    Bristol, TN
  • 10/2018 → 10/2022
    Department Of Veterans Affairs - Mountain Home
    Mountain Home, TN
  • 01/2014 → 10/2018
    Bristol Tennessee Essential Services
    Bristol, TN
  • 01/2024 → Present
    O.N. Investment Management Company
    Cincinnati , OH
  • 01/2024 → Present
    The O.N. Equity Sales Company
    Cincinnati, OH
Other Businesses

1). Jordan carrier; not investment related; 1810 Highway 394, Blountville, TN 37617; Public Notary; 08/05/2024-present; 1 hours/month (0 during securities trading hours/month); Providing notary service in the state of Tennessee. Very little time involved in activity. 2). NOBOX (Next of Kin Box), 6848 S Hill Street, Littleton, CO 80120; Estate Planning Organization, Affiliate Sales; Not investment related; 11/10/2025-present; 0 hour per month (0 during securities trading hours/month), This company offers Estate Planning Organization folders and fireproof boxes. They provide an affiliate referral fee of 10% for all referred purchases. 3). Jordan Carrier; not investment related; 1810 Highway 394, Blountville, TN 37617; Tax Preparation; 01/01/2026- present; 10hrs/month (2 hrs/month during securities trading hours); Rep engaged in preparation and review of personal income tax returns (seasonal activity) Roughly 10 hours monthly outside of market trading hours. 4.) Jordan Carrier; not investment related; 1810 Highway 394, Blountville, TN 37617; Insurance Sales Agent; 01/01/2026-present; 5hrs/month (2 hrs/month during securities trading hours); Sale of life, health, and fix annuities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-05
  • S66 Uniform Combined State Law Examination
    2024-01-05

View on SEC IAPD

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