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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-08-06 |
| VA | RA | APPROVED | 2025-05-15 |
| FL | RA | APPROVED | 2025-01-29 |
| OR | RA | APPROVED | 2025-01-21 |
| AZ | RA | APPROVED | 2025-01-17 |
| MO | RA | APPROVED | 2025-01-17 |
| OH | RA | APPROVED | 2025-01-06 |
| AL | RA | APPROVED | 2025-01-02 |
| AR | RA | APPROVED | 2025-01-02 |
| CA | RA | APPROVED | 2025-01-02 |
| CO | RA | APPROVED | 2025-01-02 |
| IL | RA | APPROVED | 2025-01-02 |
| IA | RA | APPROVED | 2025-01-02 |
| LA | RA | APPROVED | 2025-01-02 |
| MI | RA | APPROVED | 2025-01-02 |
| NC | RA | APPROVED | 2025-01-02 |
| OK | RA | APPROVED | 2025-01-02 |
| PA | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED | 2025-01-02 |
| WA | RA | APPROVED | 2025-01-02 |
| KS | RA | APPROVED | 2024-10-25 |
Branch Locations
2641 Ne Mcbaine Drive, Lee's Summit, MO 64064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Pointe Financial Group | Lee's Summit | MO | 08/2022 | Present |
| Crown Automotive Group | Lawrence | KS | 01/2020 | 08/2022 |
| Laird Noller Automotive Group | Lawrence | KS | 06/2019 | 01/2020 |
| Olathe East Highschool | Olathe | KS | 06/2014 | 08/2019 |
| The O.N. Equity Sales Company | Cincinnati | OH | 06/2024 | Present |
| Augustar Life Insurance Company | Cincinnati | OH | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-29 |
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