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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-12-09 |
Branch Locations
202 Robert E Lee Dr, Tyler, TX 75703 • 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 |
|---|---|---|---|---|
| Henry Dennard Pfp | Tyler | TX | 03/2008 | Present |
| Ohio National Financial Services | Cincinnati | OH | 10/2011 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 11/2011 | Present |
1)GOIA LLC; NOT INVESTMENT RELATED; 3118 MCDONALD RD TYLER TX 75701; RENTAL REAL ESTATE; MANAGING MEMBER; START DATE: 05/13/2011; 5 HOURS PER MONTH (2 HOURS DURING TRADING HOURS) PROVIDE MAINTENANCE AND CARE OF THE BUILDING. 2) HENRY DENNARD; NOT INVESTMENT RELATED: 202 ROBERT E LEE DR TYLER, TX 75703; LIFE AND HEALTH INSURANCE SALES; AGENT; START DATE: 11/13/2007; 10 HOURS PER MONTH (10 HOURS DURING TRADING HOURS) FIXED LIFE AND HEALTH 3) CHRISTI DENNARD CPA PLLC: NOT INVESTMENT RELATED: 202 ROBERT E LEE DR TYLER, TX 75703; TAX RETURN PREPARATION; TAX RETURN PRREPAREER; START DATE: 02/01/2006; 15 HOURS PER MONTH (0 HOURS DURING TRADING HOURS) PERFORM BASIC TAX RETURN PREPARATION. 4) Calvary Baptist Church; not investment related; 6704 Old Jacksonville Hwy Tyler TX 75703; check signer; elder; 02/16/2023; 1 hour/month ( 0 during security trading hours); 10 am one of 7 persons authorized to sign chance and every check requires 2 signatures.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-10-23 |
| S65 | Uniform Investment Adviser Law Examination | 2008-04-01 |
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