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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-17 |
| MD | RA | APPROVED | 2023-03-30 |
| CO | RA | APPROVED | 2011-11-03 |
Branch Locations
2015 Clubhouse Drive Suite Ll 02, Greeley, CO 80634 • 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 | 01/2003 | Present |
1) CORNERSTONE FINANCIAL STRATEGIES; NON-INVESTMENT RELATED; 2015 Clubhouse Drive, Suite LL 02 GREELEY CO 80634; SALE OF HEALTH AND LONG TERM CARE INSURANCE;OWNER; START DATE 01/2002 10 HRS PER MONTH; (6 HRS DURING TRADING) 2) WRA BUILDING CORPORATION; NOT INVESTMENT RELATED; 90 SOUTH CASCADE AVENUE, SUITE 1100, COLORADO SPRINGS, CO 80903; PUBLIC CHARTER SCHOOL; PRESIDENT; 12/11/2015-PRESENT; 10 HOURS/MONTH; 5 HOURS/TRADING; SERVING AS OFFICER OF THE BUILDING COPORATION FOR THE PURPOSE OF SECURING PRPOERTY TO BUILD/COMPLETE A PUBLIC SCHOOL.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-03-16 |
| S65 | Uniform Investment Adviser Law Examination | 2011-10-29 |
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