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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-08 |
| FL | RA | APPROVED | 2021-06-16 |
| GA | RA | APPROVED | 2021-04-21 |
| KY | RA | APPROVED | 2016-04-07 |
| IN | RA | APPROVED | 2016-04-06 |
| CA | RA | APPROVED | 2016-04-05 |
| OH | RA | APPROVED | 2016-04-05 |
Branch Locations
9435 Waterstone Blvd Suite 280, Cincinnati, OH 45249 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National Financial Services | Cincinnati | OH | 04/2016 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 04/2016 | Present |
1.) Got 52 Wealth Management; not investment related; 9435 Waterstone Blvd Suite 280 Cincinnati OH 45249; Insurance Sales; Agent; 02/21/2016; 40 hours/month (160 during market hours); Traditional life, disability and fixed. 2). Heart 4 Seniors; not investment related; 971 Columbia Road, Hamilton, OH 45013; non profit; my mom fell and broke her hip a year ago. She is 87 years old. 09/19/2024-present; 5 hours/month (0 securities trading hours/month); raise awareness regarding disabled seniors and locating services to assist with mobility.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-10 |
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