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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-08-13 |
| OR | RA | APPROVED | 2025-01-15 |
| DC | RA | APPROVED | 2024-06-20 |
| VA | RA | APPROVED | 2024-03-09 |
| AL | RA | APPROVED | 2024-01-08 |
| OH | RA | APPROVED | 2024-01-03 |
| CA | RA | APPROVED | 2023-07-20 |
| LA | RA | APPROVED | 2023-06-02 |
| WA | RA | APPROVED | 2022-08-16 |
| GA | RA | APPROVED | 2021-11-04 |
| IA | RA | APPROVED | 2021-06-23 |
| AR | RA | APPROVED | 2021-01-27 |
| NC | RA | APPROVED | 2020-02-21 |
| AZ | RA | APPROVED | 2020-02-20 |
| IL | RA | APPROVED | 2018-04-05 |
| TX | RA | APPROVED_RES | 2018-01-09 |
| OK | RA | APPROVED | 2016-09-12 |
| FL | RA | APPROVED | 2015-03-09 |
| KS | RA | APPROVED | 2014-12-09 |
| MO | RA | APPROVED | 2014-12-09 |
| CO | RA | APPROVED | 2014-12-01 |
Branch Locations
608 Sw Third Street, Lees Summit, MO 64063 • 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 On Equity Sales Company | Cincinnati | OH | 11/2014 | Present |
| O.N. Investment Management Company | Cincinnati | OH | 11/2014 | Present |
| Ohio National Financial Services | Cincinnati | OH | 11/2014 | Present |
1)EMPLOYEE BENEFIT PROFESSIONALS (EBP); NOT INVESTMENT RELATED; 12900 METCALF AVE OVERLAND PARK KANSAS 66213; NON-VARIABLE INSURANCE SALES (HEALTH, FIXED LIFE, DENTAL, VISION, FIXED ANNUITIES, DISABILITY); AGENT; 10/2010-PRESENT; 5 HOURS/MONTH; 0 HOURS/TRADING; SALE/SERVICE OF GROUP INSURANCE PRODUCTS: LIFE, DISABILITY, INCOME, KTC AND HEALTH 2) SUMMIT POINTE CONSULTINGL NOT INVESTMENT RELATED; 2641 NE MCBAINE DRIVE LEE'S SUMMIT MO 64064; SELLING OF OTHER LIFE, DISABILITY, LONG TERM CARE AND HEALTH INSURANCE; PRODUCER; 10/01/2009; 10 HOURS PER MONTH; SALE/SERVICE OF INDIVIDUAL NON-REGISTERED INSURANCE PRODUCTS: LIFE, DISABILITY, INCOME, LTC , HEALTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-01 |
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