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Current Employers
On Investment Management Co

One Financial Way, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-11-25
CA RA APPROVED 2025-01-03
NV RA APPROVED 2025-01-03
MN RA APPROVED 2023-08-10
FL RA APPROVED 2023-01-11
GA RA APPROVED 2017-01-31
OR RA APPROVED 2017-01-19
ID RA APPROVED 2017-01-06
AZ RA APPROVED 2017-01-05
CO RA APPROVED 2017-01-03
WA RA APPROVED 2017-01-03
  • MO RA
    APPROVED
    Since 2025-11-25
  • CA RA
    APPROVED
    Since 2025-01-03
  • NV RA
    APPROVED
    Since 2025-01-03
  • MN RA
    APPROVED
    Since 2023-08-10
  • FL RA
    APPROVED
    Since 2023-01-11
  • GA RA
    APPROVED
    Since 2017-01-31
  • OR RA
    APPROVED
    Since 2017-01-19
  • ID RA
    APPROVED
    Since 2017-01-06
  • AZ RA
    APPROVED
    Since 2017-01-05
  • CO RA
    APPROVED
    Since 2017-01-03
  • WA RA
    APPROVED
    Since 2017-01-03

Branch Locations

3010 W. Alison, Spokane, WA 99208 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Princor Financial Services Corporation Des Moines IA 07/1986 12/2016
Integrated Business Network, Inc Spokane WA 03/2002 Present
Integra Financial Services, Inc Spokane WA 06/2010 Present
The O.N. Equity Sales Company Cincinnati OH 01/2017 Present
Ohio National Financial Services Cincinnati OH 04/2003 Present
  • 07/1986 → 12/2016
    Princor Financial Services Corporation
    Des Moines, IA
  • 03/2002 → Present
    Integrated Business Network, Inc
    Spokane, WA
  • 06/2010 → Present
    Integra Financial Services, Inc
    Spokane, WA
  • 01/2017 → Present
    The O.N. Equity Sales Company
    Cincinnati, OH
  • 04/2003 → Present
    Ohio National Financial Services
    Cincinnati, OH
Previous Registrations
Other Businesses

1) Shadle Park High School Varsity Fast Pitch; 4327 N Ash Street Spokane WA 99205; not investment related; Varsity Fast Pitch Assistant Coach; 02/2016-present; 02/2016-present; 20 hours/month (0 during market hours); assistant coach for 3 months of the year spring quarter. 2) Sherwood Beach Properties LLC; not investment related; 276 Sherwood Beach Road Coolin ID 83821l; Personal Real Estate property in trust; President; 06/2010-present; 20 hours/month(0 during market hours); personal real estate. 3) Priest Lake Golf Course Estate LLC; not investment related; 768 Fairway Drive Priest Lake, ID 83856; Rental Property; owner; 06/2010-present; 10 hour/month; property management. 4) Luby Baby Properties LLC; not investment related; 941 Luby Bay Road. Priest Lake ID 83856; Rental Property; president; 07/2013-present; 5 hours/month (0 during market hours); property management. 5) Isagenix Inc.; not investment related; 2225 S Price Road; handler AZ 85248; health products; independent product use; 07/2013-present; 1 hour/month (0 during market hours); health product. 6) Insurance Sales; investment related; 3010 W. Alison Avenue Spokane WA 99201; 06/2012-present; 30/hours/month (30 during market hours); LTC life, disability, annuities, health through various carriers.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-02-22
S63 Uniform Securities Agent State Law Examination 1987-02-07
  • S65 Uniform Investment Adviser Law Examination
    2012-02-22
  • S63 Uniform Securities Agent State Law Examination
    1987-02-07

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