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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-06-11 |
| LA | RA | APPROVED | 2026-01-07 |
| MI | RA | APPROVED | 2023-10-17 |
| AK | RA | APPROVED | 2023-08-17 |
| OH | RA | APPROVED | 2022-06-08 |
| CO | RA | APPROVED | 2022-04-20 |
| IN | RA | APPROVED | 2020-05-07 |
| KY | RA | APPROVED | 2017-10-02 |
Branch Locations
1792 Alysheba Way Suite 201, Lexington, KY 40509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Financial Partners | Lexington | KY | 10/2016 | Present |
| Anderson Communities | Lexington | KY | 01/2016 | 10/2016 |
| Kentucky Army National Guard | Frankfort | KY | 11/2010 | Present |
| Ohio National Life Insurance | Cincinnati | OH | 02/2017 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 05/2017 | Present |
1) Ohio National Life Insurance, Investment Related, One Financial Way Cincinnati Ohio 45201, Life Insurance, Life insurance Agent, Start Date 02/01/2017, 10 hours a month, I sell life insurance policies to qualified applicants.2) Family Financial Partners; investment related; 1792 Alysheba Way Ste. 201 Lexington KY 40509; Financial Planning; Operations Associate; Start date 10/10/2016-present; 160 hours/month; 160 trading hours; I am an assistant to a registered rep, I prepare and process client paperwork. 3) Kentucky National Guard; not investment related; 100 Minuteman Parkway Frankfort KY 40601; Military; Infantry officer; Start Date 11/03/2010-Present; 48 hours/Month; 0 trading hours; I lead and I am the direct supervisor of approximately 38 soldiers. I plan, and evaluate training programs for my soldiers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-17 |
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