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1600 Pennsylvania Ave., Mcdonough, GA 30253 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-24 |
| NC | RA | APPROVED | 2025-02-24 |
| CA | RA | APPROVED | 2025-02-21 |
| CO | RA | APPROVED | 2025-02-21 |
| HI | RA | APPROVED | 2025-02-21 |
| MD | RA | APPROVED | 2025-02-20 |
| OH | RA | APPROVED | 2025-02-20 |
| TX | RA | APPROVED_RES | 2025-02-20 |
| VA | RA | APPROVED | 2020-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Navy | Virginia Beach | VA | 01/1998 | 04/2018 |
| Ohio National Financial Services | Cincinnati | OH | 05/2018 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 05/2018 | 07/2018 |
| Kms Financial Services, Inc. | Seattle | WA | 05/2019 | Present |
1.US VETWEALTH/BELL CONSULTING SINCE 5/1/2020; LIFE INSURANCE AND ANNUITIES AS AN AGENT TO SELL LIFE INSURANCE AND ANNUITY PRODUCTS; 80 HOURS PER MONTH DEVOTED TO BUSINESS WITH 80 HOURS DURING TRADING HOURS. 2. BAKER/MAX LLC SINCE 5/2020, OWNER/CO-FOUNDER, 5207 REGATTA POINTE ROAD SUFFOLK, VA 23435, BUSINESS OF BUYING AND HOLDING RENTAL PROPERTIES, 20 HOURS DEVOTED TO THE BUSINESS WITH NONE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-19 |
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