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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-20 |
| ND | RA | APPROVED | 2024-03-11 |
| AZ | RA | APPROVED | 2022-04-27 |
| IN | RA | APPROVED | 2021-07-23 |
| TX | RA | APPROVED_RES | 2021-06-24 |
| CA | RA | APPROVED | 2020-09-22 |
| WI | RA | APPROVED | 2020-09-22 |
| MI | RA | APPROVED | 2020-08-25 |
| IL | RA | APPROVED | 2007-09-04 |
Branch Locations
100 S. Saunders Road Suite 150, Lake Forest, IL 60045 • United States
One Financial Way, Cincinnati, OH 45242 • 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 |
|---|---|---|---|---|
| The O.N. Equity Sales Company | Cincinnati | OH | 09/2007 | Present |
| Ohio National Financial Services | Cincinnati | OH | 07/2007 | Present |
1). MURPHREE INVESTMENT GROUP; NON INVESTMENT RELATED; 100 S. SAUNDERS ROAD SUITE 150 LAKE FOREST, IL 60045; BUSINESS CONSULTING SERVICES, VENTURE CAPITAL SERVICES, PUBLIC SPEAKING, FINANCIAL EDUCATION, NUMISMATIC COINS, PROVIDING PROPRIETARY RESEARCH, SELLING INSURANCE; PRESIDENT; 02/01/2006-CURRENT; 15 TO 20 HOURS/MONTH; 15-20 DURING SECURITIES TRADING HOURS; SELLING LIFE, HEALTH, Indexed Annuities & INDIVIDUAL ANNUITIES. 2) MURPHREE CONSULTING SERVICES; NOT INVESTMENT RELATED; 100 SAUNDERS ROAD SUITE 150 LAKE FOREST, IL 60045 GENERAL CONSULTING SERVICES; PRESIDENT; 09/01/2012; CONSULT AND MANAGE; 5 HOURS PER MONTH ( 2 DURING TRADING HOURS); CONTRACT AS A PUBLIC SPEAKER CONCERNING ECONOMIC MATTERS. PROVIDING PROPRIETARY RESEARCH INFORMATION FOR PUBLISHING; 3) INTERNATIONAL FORESTRY, INC; NOT INVESTMENT RELATED; 100 S. SAUNDERS RD., STE. 150 LAKE FOREST IL 60045; REAL ESTATE LEASING, LAND MANAGEMENT, LAND DEVELOPMENT, CONSULTING SERVICES AGRICULTURAL PRODUCTION, TIMBER PRODUCTION, DEVELOPMENT AND LEASING OF MINERAL RIGHTS AND ROYALTIES; PRESIDENT; START DATE 03/01/2018-PRESENT; MANAGE COMPANY STRATEGY AND OPERATIONS; 10 TO 20 HOURS/MONTH; 5 TO 10 TRADING HOURS/MONTH. 5) Maple Valley Cooperative; not investment related; 919 Front Street Cashton WI 54619; Board of Directors; 10/14/2020; 2 hours/month ( 0 during security trading hours); Member of board of directors, work with management concerning maple valley cooperative business matters.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-11-25 |
| S65 | Uniform Investment Adviser Law Examination | 2003-07-25 |
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