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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-05 |
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