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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-01-06 |
Branch Locations
25 North St., Dublin, OH 43017 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The O.N. Equity Sales Company | Westerville | OH | 01/2016 | 07/2022 |
| Ohio National Financial Services, Inc. | Westerville | OH | 01/2016 | 07/2022 |
| On Investment Management Co | Westerville | OH | 02/2016 | 07/2022 |
| Wealthsource Partners, Llc | Dublin | OH | 07/2022 | 09/2024 |
| Wealthsource Insurance Solutions Llc | Dublin | OH | 07/2022 | Present |
| Onedigital Investment Advisors Llc | Overland Park | KS | 01/2024 | Present |
NEW LEAF FINANCIAL, LLC; INVESTMENT RELATED; PRIVATE RESIDENCE, DUBLIN, OHIO; ASSIGNEE FOR CHRISTOPHER WATSON'S FEES AS AN INVESTMENT ADVISER REPRESENTATIVE AND INSURANCE SALESPERSON; OWNER; DECEMBER 13, 2013 START DATE; 1 HOUR/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ALL MANAGEMENT, FINANCIAL AND OPERATIONS DUTIES. __|__ BCW PROPERTIES, LLC; INVESTMENT RELATED BUSINESS; PRIVATE RESIDENCE, DUBLIN, OHIO; PROPERTY MANAGER; OWNER; JANUARY 29, 2016 START DATE; 2 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ALL MANAGEMENT, FINANCIAL AND OPERATIONAL DUTIES. __|__ CHRISTOPHER WATSON; INVESTMENT RELATED BUSINESS; PRIVATE RESIDENCE, DUBLIN, OHIO; LIFE, DISABILITY, FIXED, FIXED INDEX ANNUITIES, AND LONG-TERM CARE INSURANCE SALES;INSURANCE AGENT; 06/15/2009 START DATE; 5 HOURS/MONTH DEVOTED; 1 HOUR/MONTH DEVOTED DURING SECURITES TRADING HOURS ; DISCOVER CLIENT NEEDS AND FILL THEM APPROPRIATE INSURANCE PRODUCTS. __|__ CWBW PROPERTIES, LLC; INVESTMENT RELATED; PRIVATE RESIDENCE, DUBLIN, OHIO; OWNER; PRESIDENT; MAY 1, 2025; 2 HOURS/MONTH DEVOTED; 1 HOUR DURING SECURITIES TRADING HOURS; COMMERICAL RENTAL PROPERTY OWNER AND OPERATOR.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-08 |
| S65 | Uniform Investment Adviser Law Examination | 2022-03-07 |
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