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On Investment Management Co CRD 105662
$3.15B regulatory AUM 308 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-27 |
| FL | RA | APPROVED | 2022-02-14 |
| SC | RA | APPROVED | 2021-09-10 |
| IN | RA | APPROVED | 2019-08-06 |
| OH | RA | APPROVED | 2016-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National Financial Services | Cincinnati | OH | 07/2012 | Present |
| The O. N. Equity Sales Company | Cincinnati | OH | 09/2012 | Present |
1) JANINE HALSEY; INVESTMENT RELATED; 111 STOW AVE CUYAHOGA FALLS OH 44221; INSURANCE SALES; AGENT; START DATE 07/16/2012; SELLING OF LIFE, DISABILITY, ltc fixed annuities AND ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-19 |
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