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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-20 |
| IL | RA | APPROVED | 2025-11-12 |
| NY | RA | APPROVED | 2025-09-04 |
| NC | RA | APPROVED | 2025-05-27 |
| TX | RA | APPROVED_RES | 2025-05-21 |
| MA | RA | APPROVED | 2025-01-02 |
| CA | RA | APPROVED | 2024-01-16 |
| CO | RA | APPROVED | 2024-01-16 |
| FL | RA | APPROVED | 2024-01-16 |
| WI | RA | APPROVED | 2024-01-16 |
| GA | RA | APPROVED | 2020-11-10 |
| AK | RA | APPROVED | 2020-07-13 |
| IN | RA | APPROVED | 2019-04-09 |
| WA | RA | APPROVED | 2019-01-25 |
| IA | RA | APPROVED | 2018-06-22 |
| MN | RA | APPROVED | 2018-01-12 |
Branch Locations
8201 Mayo Drive Suite 111, Madison, WI 53719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth And Wisdom Of Wi | Middleton | WI | 06/2015 | Present |
| Ohio National Financial Services | Cincinnati | OH | 08/2016 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 08/2016 | Present |
Wealth and Wisdom; 8201 Mayo Drive, Suite 111, Madison, WI 53719; Yes - investment related; Financial planning firm - agent; 1/1/2017-present; 160 hours/month, 118 hours during securities trading hours; insurance sales, life, health and DI.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-31 |
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