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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-27 |
| ID | RA | APPROVED | 2024-08-28 |
| CA | RA | APPROVED | 2024-01-09 |
| OR | RA | APPROVED | 2024-01-09 |
| LA | RA | APPROVED | 2022-10-21 |
| AZ | RA | APPROVED | 2022-04-01 |
| TX | RA | APPROVED | 2022-03-31 |
Branch Locations
2800 W. March Lane #326, Stockton, CA 95219-8202 • United States
2800 W. March Lane Suite 326, Stockton, CA 95219-8202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-09 |
Branch Locations
2800 W. March Lane Suite 326, Stockton, CA 95219-8202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| (Self) Goldstrand Financial & Ins Srvcs | Stockton | CA | 03/1989 | Present |
| Augustar Financial Formerly Ohio National Financial | Cincinnati | OH | 07/1997 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 09/1997 | Present |
| Goldstrand Planning Group | Stockton | CA | 03/1989 | Present |
| American Express Corporate Services | Phonix | AZ | 07/2010 | Present |
| On Investment Management Company (Onimco) | Cincinnati | OH | 06/2001 | Present |
1). GOLDSTRAND PLANNING GROUP; YES INVESTMENT RELATED; 2800 W MARCH LANE, #326, STOCKTON, CA 95219; REGISTERED INVESTMENT ADVISOR-STATE REGISTERED; OWNER; 06/09/199-CURRENT; 60 HOURS/MONTH; 50 DURING SECURITIES TRADING HOURS/MONTH; FEE BASED INVESTMENT ADVISORY AND FINANCIAL PLANNING. 2). GOLDSTRAND INSURANCE SERVICES; NON INVESTMENT RELATED; 2800 W. MARCH LANE, #326, STOCKTON, CA 95219; INSURANCE PRODUCT SALES; OWNER/ INSURANCE AGENT; 09/01/1976-CURRENT; 160 HOUR/MONTH; 120 DURING SECURITIES TRADING HOURS/MONTH; NON- SECURITIES INSURANCE PRODUCTS LIFE, DISABILITY, LONG-TERM AND HEALTH 3) AMERICAN EXPRESS CORPORATE SERVICES; NON INVESTMENT RELATED; 3 WORLD FINANCIAL CENTER NEW YORK NY 10285; CORPORATE CREDIT CARD; REFERRER; 07/08/2010- PRESENT; 1 HOUR PER MONTH (1 HOUR DURING MARKET HOURS); MY ROLE IS ONLY TO PROVIDE REFERRAL TO AE CORPORATE SERVICES OF POSSIBLE QUALIFYING (SALES VOLUME MINIMUM) COMPANIES FOR CORPORATE CREDIT CARD. I DO NOT PARTICIPATE IN ANY PRESENTATION MEETINGS RECEIVE REFERRAL FEE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-06-09 |
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