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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-08-18 |
| WA | RA | APPROVED | 2026-05-14 |
| IN | RA | APPROVED | 2026-03-12 |
| KY | RA | APPROVED | 2026-01-08 |
| VA | RA | APPROVED | 2025-12-09 |
| TX | RA | APPROVED_RES | 2025-09-12 |
| FL | RA | APPROVED | 2025-08-07 |
| OH | RA | APPROVED | 2023-02-22 |
Branch Locations
9435 Waterstone Blvd Suite 280, Cincinnati, OH 45249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Financial Network | Cincinnati | OH | 07/2015 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 02/2016 | Present |
| Ohio National Financial Services | Cincinnati | OH | 05/2015 | Present |
1) Integrated Financial; not investment related; 9435 Waterstone Blvd Suite 280 Cincinnati OH 45249; life & disability insurance; career agent; 08/01/2015; 170 hours/month ( 120 during security hours); engaged in sale and service of non registered insurance products; Life, Disability Income and Long Term Care Insurance. 2) 6753 Cheviot Rd LLC ; not investment related; P.O. Box 53703, Cincinnati, Ohio 45253; owner; 10/1/2023; 12 hrs/month, 0 hrs during trading hours; single member owner of LLC, owns an office building ; only requires a few weekend hrs of maintenance/management duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-05 |
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