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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-05 |
| WV | RA | APPROVED | 2025-10-23 |
| NV | RA | APPROVED | 2025-05-27 |
| FL | RA | APPROVED | 2024-06-19 |
| MI | RA | APPROVED | 2024-05-01 |
| CO | RA | APPROVED | 2023-05-11 |
| IN | RA | APPROVED | 2022-06-24 |
| OH | RA | APPROVED | 2022-01-11 |
| KY | RA | APPROVED | 2021-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National Equities Inc | Cincinnati | OH | 04/2015 | 09/2018 |
| Ohio National Financial Services | Cincinnati | OH | 04/2015 | 09/2018 |
| Touchstone Securities, Inc. | Cincinnati | OH | 10/2018 | 04/2021 |
| Ifs Financial Services | Cincinnati | OH | 10/2018 | 04/2021 |
| The O.N. Equity Sales Company | Cincinnati | OH | 04/2021 | Present |
| Ohio National Financial Services | Cincinnati | OH | 04/2021 | Present |
1)Lexington Financial Services Group; investment related; 1029 Monarch St. Ste 150 Lexington, Ky 40513; insurance/annuities; Start Date: 04/19/2021; Registered Rep/Advisor; Life insurance, variable annuities, fixed indexed. 2). Envisage Wealth Advisors LLC; Yes, investment related; 1029 Monarch St, Lexington, KY 40513; Advisor; owner, 08/01/2025-present; 100 hours/month ( 100 during securities trading hours); Owner of S corp for tax purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-09 |
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