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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-31 |
| FL | RA | APPROVED | 2025-11-14 |
| MA | RA | APPROVED | 2025-04-03 |
| NY | RA | APPROVED | 2025-02-28 |
| LA | RA | APPROVED | 2023-09-27 |
| AZ | RA | APPROVED | 2022-05-04 |
| ND | RA | APPROVED | 2021-09-28 |
| ID | RA | APPROVED | 2020-07-08 |
| MI | RA | APPROVED | 2020-01-16 |
| CA | RA | APPROVED | 2019-08-06 |
| WI | RA | APPROVED | 2019-06-13 |
| MN | RA | APPROVED | 2013-12-20 |
Branch Locations
8011 34Th Avenue South Suite 436, Bloomington, MN 55425 • 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 |
|---|---|---|---|---|
| Ohio National Financial Services | Cincinnati | OH | 07/2006 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 07/2006 | Present |
1)Pilot Financial; NOT INVESTMENT RELATED; 8011 34th Avenue South, Suite 436, Bloomington, MN 55425; LIFE INSURANCE, DISABILITY INSURANCE, GROUP BENEFITS AND HEALTH INSURANCE; INSURANCE AGENT; 08/2006-CURRENT; 160 HOURS/MONTH; 0 DURING SECURITIES TRADING HOURS; INSURANCE SALES. 2) Minnesota Valley Country Club; not investment related; 6300 Auto club Road Bloomington MN 55438' Golf Country Club Director on the Board; 12/14/2021; 10 hours/month ( 2 hours during security hours); To discuss the business of the club and to develop strategies for the future of the club.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-23 |
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