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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-08-14 |
| NC | RA | APPROVED | 2025-12-22 |
| WA | RA | APPROVED | 2025-01-09 |
| FL | RA | APPROVED | 2024-07-10 |
| DC | RA | APPROVED | 2024-06-20 |
| VA | RA | APPROVED | 2024-04-05 |
| AL | RA | APPROVED | 2024-01-04 |
| OH | RA | APPROVED | 2024-01-03 |
| OR | RA | APPROVED | 2023-10-26 |
| CA | RA | APPROVED | 2023-10-25 |
| LA | RA | APPROVED | 2023-06-02 |
| TX | RA | APPROVED_RES | 2023-02-22 |
| AZ | RA | APPROVED | 2022-12-20 |
| CO | RA | APPROVED | 2022-11-30 |
| IA | RA | APPROVED | 2022-04-19 |
| OK | RA | APPROVED | 2022-03-01 |
| AR | RA | APPROVED | 2022-02-08 |
| KS | RA | APPROVED | 2019-05-23 |
| MO | RA | APPROVED | 2019-05-10 |
Branch Locations
2641 Ne Mcbaine Drive, Lee's Summit, MO 64064 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2015 | 02/2019 |
| Ohio National Financial Services | Cincinnati | OH | 02/2019 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 04/2019 | Present |
1). Insurance Sales; 2641 NE MCBaine Drive, Lees Summit, MO 64064; not investment related; Agent; 04/01/2019-present; 40 hours/month (40 during securities trading hours); write insurance business. 2). McGill, Rediger & Simmons, LLC; 1055 N. 115th Street, Omaha, NE 68154; not investment related; 04/01/2019-present; agent; 4 hours/month (4 during securities trading hours); write insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-28 |
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