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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED_RES | 2023-01-26 |
| KY | RA | APPROVED | 2021-07-12 |
| MI | RA | APPROVED | 2021-07-06 |
| MS | RA | APPROVED | 2021-06-23 |
| GA | RA | APPROVED | 2021-02-23 |
| NC | RA | APPROVED | 2020-04-01 |
| OH | RA | APPROVED | 2009-09-18 |
Branch Locations
670 Meridian Way Suite 123, Westerville, OH 43082 • 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 |
|---|---|---|---|---|
| Benefit Architects - Self Employed | Westerville | OH | 02/2009 | Present |
| Ohio National Financial Services | Cincinnati | OH | 09/2009 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 09/2009 | Present |
1). PM Financial Group; YES INVESTMENT RELATED; 670 Meridian Way, Suite 123 Westerville, OH 43082; INSURANCE SALES; General Agent; 08/2015-CURRENT; 120 HOURS/MONTH (5 DURING MARKET HOURS); INSURANCE PRODUCT SALES, TRADITIONAL LIFE, HEALTH, DISABILITY, FIXED ANNUITIES. 2). Ski Instruction - Snow Trails; Not investment related; 3100 Possum Road, Mansfield, OH 44903; Ski Instruction; Ski instructor; 12/15/2020-current; 4 hours/month; 0 during securities trading hours; ski instruction lessons.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-19 |
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