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8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-03-01 |
Branch Locations
3800 South Greystone Court Suite A, Springfield, MO 65804 • United States
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aaron Sloan Insurance Practice | Springfield | MO | 06/2016 | Present |
| Southwest Baptist University | Bolivar | MO | 05/2012 | 05/2017 |
| Ohio National Financial Services | Cincinnati | OH | 07/2016 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 06/2017 | Present |
| Sherwood Community Bank | Harrisonville | MO | 05/2021 | Present |
| Strategic Financial Concepts | Harrisonville | MO | 08/2016 | Present |
| United Advisor Group | Springfield | MO | 02/2023 | Present |
Aaron Sloan Insurance Practice; Non-investment related; 1901 S. Commercial Street, Harrisonville, MO 64701; Sale of Life and Disability Insurance through various carriers; Agent; Beginning 6/2016-present; 100 hrs per month; 40 hrs during trading hrs No commissions received from banking activities. Loan officer for financial institution. Sherwood Community Bank 1901 S. Commercial St. Harrisonville, MO 64701 SFA LLC is legal name. dba is Strategic Financial ; Investment related: Yes; Location of the business: 3809 South Greystone Court, Suite A Springfield MO 65804 US; Start date with business: 2023-01-02; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-05 |
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