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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2010-02-10 |
Branch Locations
100 E Campus View Blvd Suite 125, Columbus, OH 43235 • United States
1325 East Kemper Road Suite 201, Cincinnati, OH 45246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premiere Financial Group | Cincinnati | OH | 07/2009 | Present |
| National Life Group | Montpelier | VT | 07/2009 | Present |
| Equity Services Inc | Montpelier | VT | 12/2009 | Present |
*WARREN COUNTY CAREER CENTER EDUCATION FOUNDATION,3525 NORTH STATE RT.48,LEBANON, OHIO 45036,NOT INV RELATED, FOUNDATION DESIGNED TO PROMOTE ACTIVITIES WITHIN THE WARREN COUNTY CAREER CENTER, BOARD MEMBER,6/16/15,1 HR/MTH,DURING TRD HRS,QUARTERLY MEETINGS TO DISCUSS EVENTS TO BUILD AWARENESS FOR THE FOUNDATION*DANIEL J RIEGNER,1387 STABLEVIEW CIRCLE,MAINEVILLE,OH 45039,03/14/2022,NOT INV REL,NOT DURING TRD/HRS,UNTIL ESTATE IS SETTLED,EXECUTOR/TRUSTEE FOR UNCLE JOSEPH FRANK KAPTON.5-7 HRS/3 WKS*WEALTHWISE FINANCIAL GROUP LLC,33 TRIANGLE PARK DRIVE, SUTIE #3303,CINCINNATI,OH 45246,10/01/2022,ONGOING, INV REL,INSURANCE,AGENT/CO-OWNER,DURING TRD/HRS,50%*WEALTHQUEST INSURANCE,1387 STABLEVIEW CIR, MAINEVILLE,OH 45039,06/02/2023,ONGOING,INV REL,DURING TRD/HRS,INSURANCE,AGENT,5/6 HRS/WK*SOUTHERN WARREN COUNTY CHAMBER,1387 STABLEVIEW CIRCLE,MAINVILLE, OH 45039,05/01/2024,NOT INV REL,NOT DURING TRD/HRS,ONGOING,PRESIDENT,1HR/WK*DANIEL RIEGNER, 1325 EAST KEMPER ROAD, SUITE 201, CINCINNATI, OH, 45246, ONGOING, INV REL, 02/13/2026, INSURANCE, AGENT, SERVICE CONTRACTS WITH AMERICAN EQUITY, NOT DURING TRD/HRS, 0%*BUSINESS NETWORKING INTERNATIONAL (BNI), 7870 E KEMPER RD, CINCINNATI, OH, 45241, ONE YEAR, NOT INV REL, 10/01/2026, SECRETARY-TREASURER, DURING TRD/HRS, 60-70 MINUTES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-06-11 |
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