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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-07-28 |
| CA | RA | APPROVED | 2018-10-17 |
| IA | RA | APPROVED | 2018-07-31 |
| CO | RA | APPROVED | 2017-08-14 |
| IL | RA | APPROVED | 2016-10-17 |
| FL | RA | APPROVED | 2016-08-05 |
| TX | RA | APPROVED_RES | 2014-02-18 |
| WI | RA | APPROVED | 2013-10-21 |
Branch Locations
2923 Marketplace Dr. Suite 210, Madison, WI 53719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wisconsin Financial Group | Madison | WI | 10/2011 | Present |
| Ohio National Financial Services | Cincinnati | OH | 07/2013 | Present |
| The O. N. Equity Sales Company | Cincinnati | OH | 10/2013 | Present |
| On Investment Management Company | Cincinnati | OH | 10/2013 | Present |
1) MARISA MENZEL; NOT INVESTMENT RELATED; 2923 MARKETPLACE DR 210 MADISON WI 53719; INSURANCE SALES ; AGENT; 8/5/13; 40; 40; Solicitation & Service of non-registered insurance. 2) WEALTH BUILDING CORNERSTONES LLC; NOT INVESTMENT RELATED; 2923 MARKETPLACE DR STE 210 MADISON WI 53719; ADVISOR SERVICES; ADMINISTRATION; START DATE 07/11/2013; HOURS/MONTH 80; HOURS/TRADING 80; ADMINISTRATION, IT, AND SALES SUPPORT;.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-11-02 |
| S65 | Uniform Investment Adviser Law Examination | 2011-10-29 |
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