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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-11-12 |
| AR | RA | APPROVED | 2024-06-19 |
| NY | RA | APPROVED | 2023-11-15 |
| CO | RA | APPROVED | 2022-05-27 |
| CT | RA | APPROVED | 2022-02-02 |
| FL | RA | APPROVED | 2020-03-19 |
| MN | RA | APPROVED | 2019-09-11 |
| NJ | RA | APPROVED | 2019-08-23 |
| SC | RA | APPROVED | 2019-03-11 |
| CA | RA | APPROVED | 2018-10-12 |
| WI | RA | APPROVED | 2012-04-05 |
Branch Locations
7507 Hubbard Ave Suite 203, Middleton, WI 53562 • 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 |
|---|---|---|---|---|
| Madison 56Er'S | Madison | WI | 06/2011 | Present |
| Megna Financial, Llc | Middleton | WI | 01/2011 | Present |
| The On Equity Sales Company | Cincinnati | OH | 04/2012 | Present |
| Ohio National Financiali Services | Cincinnati | OH | 05/2011 | Present |
1)MEGNA FINANCIAL, LLC,; NOT INVESTMENT-RELATED; 6712 FRANK LLOYD WRIGHT AVE, SUITE 202 MIDDLETON, WI 53562; FINANCIAL ADVISING FIRM; ;LIFE INSURANCE SALES PERSON; 03/2011-PRESENT; 60 HOURS/MONTH, (25 HOURS/MONTH DURING TRADING HOURS); SELLING LIFE INSURANCE, TYPICALLY THROUGH OHIO NATIONAL LIFE BUT OTHER PROVIDERS AS WELL. 2)SOCCER COACH; NOT INVESTMENT RELATED; COACHING FOR YOUTH SOCCER PLAYERS WITH VARIOUS SOCCER CLUBS/ENTITIES AROUND WISCONSIN REGION; COACH AND OR CONSULTANT; 09/30/2012; 5-10 HOURS PER MONTH ( 0 DURING MARKET HOURS); RUNNING TRAINING AND DEVELOPMENT PROGRAMS FOR YOUTH AND OLYMOIC TEAM PROGRAMS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-05-03 |
| S65 | Uniform Investment Adviser Law Examination | 2011-12-29 |
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