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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-01-09 |
| MI | RA | APPROVED | 2023-01-06 |
| IL | RA | APPROVED | 2023-01-03 |
| OH | RA | APPROVED | 2021-08-10 |
| IN | RA | APPROVED | 2016-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National Financial Services | Cincinnati | OH | 04/2006 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 01/2016 | Present |
| Donnelly & Co. | Fort Wayne | IN | 01/2006 | Present |
1). Donnelly & Co; not investment related; 2410 Broadway, Fort Wayne, IN 46807; selling insurance, term, whole life, univeral life and medigap policies; agent; 01/01/2006-present; 160 hours/month (150 during market hours); contacting clients, assessing their needs, finding insurance products for those needs and facilitating completion of sale.2). Songwriter; 2410 Broadway, Fort Wayne, IN 46807; sole proprietor writer; not investment related; 4 hours/month (0 during market hours); writing and recording music to license and sell for profit. 3). Eugene Donnelly III; Not investment related; 2410 Broadway, Fort Wayne, IN 46807; Selling personal used guitar equipment; sole proprietor; 08/28/2018-present; 2 hours/month (2 during securities trading hours); Liquidating personal hobby guitar equipment, cumulatively at a loss.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-16 |
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