Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-02-07 |
| LA | RA | APPROVED | 2025-01-15 |
| VA | RA | APPROVED | 2024-11-14 |
| CO | RA | APPROVED | 2024-11-01 |
| NY | RA | APPROVED | 2023-08-18 |
| NH | RA | APPROVED | 2022-10-20 |
| WV | RA | APPROVED | 2022-04-29 |
| PA | RA | APPROVED | 2021-08-13 |
| NM | RA | APPROVED | 2021-01-19 |
| NC | RA | APPROVED | 2020-03-26 |
| MD | RA | APPROVED | 2019-08-14 |
| MA | RA | APPROVED | 2018-05-07 |
| CT | RA | APPROVED | 2017-11-16 |
| SC | RA | APPROVED | 2017-09-19 |
| DC | RA | APPROVED | 2015-11-02 |
| MO | RA | APPROVED | 2015-10-21 |
| MS | RA | APPROVED | 2014-12-11 |
| NV | RA | APPROVED | 2014-03-17 |
| OH | RA | APPROVED | 2013-06-10 |
| TX | RA | APPROVED_RES | 2013-01-25 |
| CA | RA | APPROVED | 2011-09-15 |
| IN | RA | APPROVED | 2011-05-12 |
| FL | RA | APPROVED | 2011-02-18 |
| MI | RA | APPROVED | 2010-09-28 |
| GA | RA | APPROVED | 2010-02-01 |
| WA | RA | APPROVED | 2010-01-29 |
| KY | RA | APPROVED | 2006-03-02 |
Branch Locations
1792 Alysheba Way Suite #201, Lexington, KY 40509 • United States
One Financial Way, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The O.N. Equity Sales Company | Cincinnati | OH | 08/2005 | Present |
| Ohio National Financial Services | Cincinnati | OH | 10/2003 | Present |
1) FAMILY FINANCIAL PARTNERS; NOT INVESTMENT RELATED; 1792 ALYSHEBA WAY STE 201 LEXINGTON KY 40509; SENIOR PARTNER; START DATE: 08/01/2005; 40 HOURS PER MONTH(40 HOURS DURING TRADING HOURS) SELLING LIFE,HEALTH, DISABILITY, LONG TERM CARE AND FIXED ANNUITIES. 2) FAMILY FINANIAL HOLDINGS, LLC; NOT INVESTMENT RELATED; 1792 ALYSHEBA WAY STE 201 LEXINGTON KY 40509; REAL ESTATE; MANAGING PARTNER; START DATE: 08/01/2005; 4 HOURS PER MONTH(0 HOURS DURING TRADING HOURS) OVERSIGHT OF PARTNERSHIP AND RECORDS. 3) FAMILY FINANCIAL FOUNDATION; NOT INVESTMENT RELATED; 1792 ALYSHEBA WAY STE 201 LEXINGTON KY 40509; 501C-3 CHARITABLE ENTITY; PRESIDENT; START DATE: 02/05/2010; 10 HOURS PER MONTH(0 HOURS DURING TRADING) TO SERVE AS A DIRECTOR FOR THE NON PROFIT. THE NON-PROFIT WILL PROVIDE AND RAISE AWARENESS OF LOCAL CHARITABLE ORGANIZATIONS. 4) Thoroughbros Syndicate; not investment related; 1409 Wescott Circle Lexington KY 40509; Horse Racing; President; 11/03/2021; 20 hours/month ( 20 during security hours); Thoroughbros Syndicate was set up to hold the interests of horses I buy , race and sell 5). In My Day Podcast; Not investment related; 1792 Alysheba Way, Suite 201, Lexington, KY 40509; General financial information podcast; Host; 01/01/2021-present; 1 Hour/Month(1 Hours during securities trading hours); Podcast discussing general financial topics such as budgeting , etc; No securities-related recommendations or discussions. 6). Family Financial Partners YouTube; Not investment related; 1792 Alysheba Way, Suite 201, Lexington, KY 40509; General Financial information podcast; Host; 01/01/2021-present; 1 hours/month (1 during securities trading hours/month); YouTube channel discussing general financial topics such as budgeting, gifting, etc. No securities-related recommendations or discussions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-01 |
Reach out to this advisor