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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-06-20 |
| KS | RA | APPROVED | 2024-01-19 |
| NC | RA | APPROVED | 2023-09-11 |
| CO | RA | APPROVED | 2023-05-04 |
| AZ | RA | APPROVED | 2023-02-10 |
| OH | RA | APPROVED | 2022-07-21 |
| FL | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-10-15 |
| MI | RA | APPROVED | 2021-10-12 |
| OR | RA | APPROVED | 2021-10-05 |
| MO | RA | APPROVED | 2018-04-13 |
| MN | RA | APPROVED | 2013-11-04 |
| IL | RA | APPROVED | 2013-02-28 |
| WI | RA | APPROVED | 2013-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National Financial Services | Cincinnati | OH | 11/2006 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 03/2008 | Present |
| Wisconsin Financial Advisors | Madison | WI | 01/2009 | Present |
1)WISCONSIN FINANCIAL GROUP; NOT INVESTMENT RELATED; 2923 MARKETPLACE DRIVE SUITE 210 MADISON WI 53719; INSURANCE; CAREER AGENT; 11/2006 TO PRESENT; 120 HOURS PER MONTH; 120 HOURS PER MONTH DURING TRADING HOURS; SALE OF INSURANCE PRODUCTS. 2) WEALTH BUILDING CORNERSTONE, LLC; NOT INVESTMENT RELATED; 2923 MARKETPLACE DR STE 210 MADISON, WI 53719; SALES SYSTEM; MEMBER; START DATE: 10/11/2011; TRAINING AGENTS ON USE OF SALES SYSTEM, PROMOTING AND SELLING SYSTEM TO AGENTS. 10 HOURS PER MONTH (0 HOURS DURING TRADING HOURS)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-14 |
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