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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-02 |
| IL | RA | APPROVED | 2016-08-02 |
| MO | RA | APPROVED | 2016-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The O.N. Equity Sales Company | Cincinnati | OH | 08/2016 | Present |
| Ohio National Financial Services | Cincinnati | OH | 05/2016 | Present |
1) PROFESSIONAL EVOLUTIONS, NON Investment related, 11469 Olive Blvd, Creve Coeur, MO 63141, EXECUTIVE/PROFESSIONAL COACHING, President, START: 09/08/15-present, 15 HRS/MO, 0 DURING TRADING, DUTIES: PROVIDE executive coaching to clients that are in career transition or seeking leadership opportunities. 2) Insurance Sales. Yes investment related; 17856 Argonne Estates; agent; 07/2016-present; 140 hours/month (140 during market hours); selling permanent whole life, term life, health, long term care, annuities, fixed annuities, indexed annuities, disability income, business overhead, disability buy sell, accident, universal life and variable life insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-05 |
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