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Current Employers
On Investment Management Co

One Financial Way, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2014-03-25
  • PA RA
    APPROVED
    Since 2014-03-25

Branch Locations

76 Greenwood Circle Suite 1, Wormsleysburg, PA 17043 • United States

One Financial Way, Cincinnati, OH 45242 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The O.N. Equity Sales Company Cincinnati OH 02/2005 Present
Ohio National Financial Services Cincinnati OH 03/2004 Present
  • 02/2005 → Present
    The O.N. Equity Sales Company
    Cincinnati, OH
  • 03/2004 → Present
    Ohio National Financial Services
    Cincinnati, OH
Other Businesses

1)CHOICE FINANCIAL SERVICES LLC; NOT INVESTMENT RELATED; 76 Greenwood Circle Suite 1 Wormsleysburg PA 17043; SELLING INSURANCE; PRESIDENT; START DATE: 12/02/2009; 160 HOURS PER MONTH (160 HOURS PER MONTH DURING TRADING HOURS) SELLING LIFE, HEALTH, LONG TERM CARE, DISABILITY INSURANCE, GROUP HEALTH, FIXED AND EQUITY INDEXED ANNUITIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-25
S63 Uniform Securities Agent State Law Examination 2005-03-21
  • S65 Uniform Investment Adviser Law Examination
    2014-03-25
  • S63 Uniform Securities Agent State Law Examination
    2005-03-21

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