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Current Employers
On Investment Management Co

One Financial Way, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-05-08
GA RA APPROVED 2025-04-29
VA RA APPROVED 2025-04-29
WA RA APPROVED 2019-03-08
MN RA APPROVED 2013-11-04
WI RA APPROVED 2010-04-21
FL RA APPROVED 2005-10-27
  • AZ RA
    APPROVED
    Since 2025-05-08
  • GA RA
    APPROVED
    Since 2025-04-29
  • VA RA
    APPROVED
    Since 2025-04-29
  • WA RA
    APPROVED
    Since 2019-03-08
  • MN RA
    APPROVED
    Since 2013-11-04
  • WI RA
    APPROVED
    Since 2010-04-21
  • FL RA
    APPROVED
    Since 2005-10-27

Branch Locations

7068 Hawks Harbor Circle, Brandenton, FL 34207 • 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
Clancy Financial Group, Inc. Bradenton FL 12/2001 Present
The O.N. Equity Sales Company Cincinnati OH 10/2005 Present
Constellation Insurance Company Cincinnati OH 08/2001 Present
On Investment Management Company Cincinnati OH 09/2005 Present
  • 12/2001 → Present
    Clancy Financial Group, Inc.
    Bradenton, FL
  • 10/2005 → Present
    The O.N. Equity Sales Company
    Cincinnati, OH
  • 08/2001 → Present
    Constellation Insurance Company
    Cincinnati, OH
  • 09/2005 → Present
    On Investment Management Company
    Cincinnati, OH
Previous Registrations
  • 2002-07-25 → 2005-11-07
    Intervest International, Inc.
    Brandenton, FL
Other Businesses

1)CLANCY FINANCIAL GROUP INC; NOT INVESTMENT RELATED; 7068 HANKS HARBOR CIR BRADENTON FL 34207; INSURANCE SALES; AGENT; 1/1/2002 TO PRESENT; 6 HOURS PER MONTH; 5 DURING TRADING HOURS; SELL & SERVICE LIFE, HEALTH, DISABILITY & FIXED ANNUITIES. 2). Robert Clancy; not investment related; 7068 Hawks Harbor Circle Bradenton, FL 34207; 03-01-2018-present; 1 hours/month (0 during market hour); own a toy patent and was able to get some royalty payments.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-31
S63 Uniform Securities Agent State Law Examination 1989-03-03
  • S66 Uniform Combined State Law Examination
    2002-05-31
  • S63 Uniform Securities Agent State Law Examination
    1989-03-03
Designations
Other Names
  • Bob Clancy
  • Robert J Clancy

View on SEC IAPD

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