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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-19 |
| AL | RA | APPROVED | 2024-02-23 |
| OH | RA | APPROVED | 2023-12-14 |
| CO | RA | APPROVED | 2021-10-19 |
| GA | RA | APPROVED | 2021-08-02 |
| IA | RA | APPROVED | 2021-08-02 |
| MA | RA | APPROVED | 2021-04-22 |
| FL | RA | APPROVED | 2014-10-28 |
| IL | RA | APPROVED | 2007-01-12 |
| MO | RA | APPROVED | 2007-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Webb Insurance(W/Farmers Insurance Group | St Charles | MO | 07/1991 | Present |
| Ohio National Financial Services | Cincinnati | OH | 12/2006 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 12/2006 | Present |
1)ST CHARLES FINANCIAL SERVICES, WEBB INSURANCE AGENCY; NOT INVESTMENT RELATED; 571 JEFFERSON ST ST CHARLES MO 63301; LIFE, HEALTH, DISABILITY,EIA products AND PROPERTY CASUALTY; MANGAING MEMBER; START DATE: 02/06/2009; 160 HOURS PER MONTH(160 HOURS DURING TRADING) MANAGEMENT AND SALES 2)E&W ENTERPRISES, LLC DBA WEBB INSURANCE AGENCY; NOT INVESTMENT RELATED; 507-515 N KINGSHIGHWAY ST ST CHARLES MO 63301; PROPERTY & CASUALTY INSURANCE SALES; CONSULTING; MEMBER-OWNER; 05/04/2009-CURRENT; 40-50 HOURS/MONTH; OWNER AND SALES. 3). St. Charles Eldercare Associates LLC; 571 Jefferson St, St. Charles, MO 63301; member; Non investment related; 01/01/2019-present; 0 hours/month ( 0 during securities trading hours/month); Healthcare, Medicare, Long Term Care; Explain details of how Medicare parts A, B, D work. Reps help people understand supplements & advantages. 4). Unlimited Play; 5988 Med Rivers Mall Drive, St. Peters, MO 63304; not investment related; Board Member; 01/01/2019-present; 10 Hours/Month (4 during securities trading hours); Management and oversight of non-profit and attends meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-30 |
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