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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-11 |
| FL | RA | APPROVED | 2012-02-22 |
| MA | RA | APPROVED | 2011-03-24 |
| PA | RA | APPROVED | 2011-01-27 |
| CA | RA | APPROVED | 2011-01-26 |
| VA | RA | APPROVED | 2011-01-26 |
Branch Locations
203 Kensington Ct #101, Pittsburgh, PA 15238 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The On Equity Sales Company | Cincinnati | OH | 01/2011 | Present |
| Ohio National Financial Services | Cincinnati | OH | 12/2010 | Present |
1)TAX PREPARER; NOT INVESTMENT RELATED; 203 Kensington CT PITTSBURGH, PA 15238;PREPARES TAX RETURNS AND DOES TAX CONSULTING; TAX PREPARER; 06/01/1960; 5 HRS/WEEK (5 HOURS DURING MARKET HOURS); TAX RETURN PREPARATION AND TAX CONSULTING.2) DENNIS TRAVIS; NOT INVESTMENT RELATED; 1100 WASHINGTON AVENUE CARNEGIE PA 15106; LIFE SETTLEMENT; START DATE: 08/14/2011; 0 HOURS PER MONTH; TRYING TO HELP A LONG TIME CLIENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-24 |
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