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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-08-06 |
| DC | RA | APPROVED | 2024-07-15 |
| VA | RA | APPROVED | 2024-03-08 |
| OH | RA | APPROVED | 2024-01-03 |
| AL | RA | APPROVED | 2023-11-15 |
| OR | RA | APPROVED | 2023-10-26 |
| CA | RA | APPROVED | 2023-10-25 |
| LA | RA | APPROVED | 2023-06-02 |
| WA | RA | APPROVED | 2023-02-13 |
| GA | RA | APPROVED | 2021-11-04 |
| IA | RA | APPROVED | 2021-10-19 |
| NC | RA | APPROVED | 2020-02-21 |
| AZ | RA | APPROVED | 2020-02-20 |
| PA | RA | APPROVED | 2019-03-27 |
| AR | RA | APPROVED | 2018-05-24 |
| MI | RA | APPROVED | 2017-02-01 |
| FL | RA | APPROVED | 2015-02-23 |
| IL | RA | APPROVED | 2015-01-26 |
| CO | RA | APPROVED | 2015-01-20 |
| OK | RA | APPROVED | 2014-12-09 |
| MO | RA | APPROVED | 2014-12-08 |
| TX | RA | APPROVED_RES | 2014-12-03 |
| KS | RA | APPROVED | 2014-11-26 |
Branch Locations
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 |
|---|---|---|---|---|
| The O.N. Equity Sales Company | Cincinnati | OH | 11/2014 | Present |
| Ohio National Financial Services | Cincinnati | OH | 11/2014 | Present |
| On Investment Management Company | Cincinnati | OH | 11/2014 | Present |
1) SUMMIT POINTE FINANCIAL GROUP; NOT INVESTMENT RELATED; 2641 NE MCBAINE DRIVE LEE'S SUMMIT MO 64064; SELLING LIFE INSURANCE, DISABILITY, LONG TERM CARE, HEALTH INSURANCE; PRODUCER, MANAGING PARTNER; 10/01/2009; 10 HOURS/MONTH; SELLING INSURANCE 2). EMPLOYEE BENEFIT PROFESSIONALS; 12900 METCALF AVE, OVERLAND PARK KS 66213; INDIVIDUAL AND GROUP HEALTH INSURANCE BROKERAGE; AGENT; 10/01/2009-PRESENT; 3 HOURS/MONTH; 0 HOURS/TRADING; SELL INDIVIDUAL AND GROUP HEALTH INSURANCE. 3) MCGILL REDIGER AND SIMMONS; NOT INVESTMENT RELATED; 7171 MERCY ROAD, OMAHA NE 68106; BROKERAGE TERM LIFE INSURANCE AND LTC; AGENT; 10/01/2009-PRESENT; 3 HOURS/MONTH; 0 HOURS/TRADING; BROKERAGE OUTLET FOR TERM LIFE AND LTC INSURANCE. 4) TWIN LAKES INSURANCE; NOT INVESTMENT RELATED; 2641 NE MCBAINE DRIVE LEE'S SUMMIT MO 64064; P&C INSURANCE AGENCY; AGENT; 01/01/2017-PRESENT; 1 HOUR/MONTH; 1 TRADING/HOUR; SEND REFERRALS FOR AGENCY. 5). University of Central Missouri Alumni Foundation Board; Yes investment related; 116 W South Street, Warrensburg, MO 64093; Board of Director; Foundation Board of Director; 11/01/2025-present; 1 hours/month (0 during securities trading hours/month); Serve on the board and will serve on the Finance Committee, but have no check writing duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-29 |
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