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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2020-08-14 |
| TX | RA | APPROVED_RES | 2012-04-02 |
| CA | RA | APPROVED | 2012-03-30 |
| UT | RA | APPROVED | 2011-11-08 |
Branch Locations
5326 No. Cambridge Way, Stansbury Park, UT 84074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National Financial Services | Cincinnati | OH | 05/2011 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 10/2011 | Present |
1) CLUFF ESTATE;NOT INVESTMENT RELATED; 3866 N ROSE SPRINGS ROAD ERDA UT 84074 ;TRUSTEE FOR PARENTS ESTATE; TRUSTEE; START DATE: 06/15/2010; 10 HOURS PER MONTH (5 HOURS DURING TRADING HOURS); RESPONSIBILITIES AS OUTLINED IN TRUST..DISPOSITION OF ESTATE PER TRUST INSTRUCTIONS. 2.) TRUE NORTH WEALTH MANAGEMENT LLC; NON-INVESTMENT RELATED; 3128 WEST 13640 SOUTH RIVERTON UT 84065; LIFE INSURANCE, HEALTH INSURANCE, DISABILITY, LONG-TERM CARE, FIXED AND EQUITY ANNUITIES; INSURANCE AGENT; START DATE: 11/01/1999; 10 HOURS PER MONTH (10 HOURS DURING SECURITIES TRADING); MARKETING INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-29 |
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