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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-05 |
| MO | RA | APPROVED | 2025-05-14 |
| FL | RA | APPROVED | 2025-04-08 |
| OH | RA | APPROVED | 2025-02-12 |
| IN | RA | APPROVED | 2025-02-11 |
| KY | RA | APPROVED | 2025-02-11 |
| MD | RA | APPROVED | 2025-02-11 |
| NH | RA | APPROVED | 2025-02-11 |
| NY | RA | APPROVED | 2025-02-11 |
Branch Locations
1792 Alysheba Way Suite 201, Lexington, KY 40509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oasis Management | Baltimore | MD | 05/2017 | 08/2017 |
| Bluegrass Hospitality Group | Lexington | KY | 01/2018 | 12/2019 |
| The Jockey Club | Lexington | KY | 05/2018 | 06/2018 |
| Ohio National Financial Services | Cincinnati | OH | 02/2020 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 05/2020 | Present |
| University Of Kentucky | Lexington | KY | 08/2016 | 12/2019 |
| O.N. Investment Management Company | Cincinnati | OH | 02/2025 | Present |
1). Lexington Financial Services Group; 1792 Alysheba Way, Lexington KY 40509; Yes investment related; agent; 03/01/2020-present; sale of life insurance when it fits into the clients financial plan. 2). In My Day Podcast, Not investment related; 1792 Alysheba Way, Suite 201, Lexington, KY 40509; General Financial information podcast; host, 01/01/2021-present; 1 hours/month ( 1 during securities trading hours/month); Podcast discussing general financial topics, such as budgeting, etc. No securities related recommendations or discussions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-23 |
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