Allen Randolph Bruce

Current Employers

Employment History

• 04/1984 → Present
  A.R. Bruce & Company Inc.
  Silver Spring, MD
• 01/2014 → Present
  The O.N. Equity Sales Company
  Cincinnati, OH
• 10/1994 → Present
  Ohio National Financial Services
  Cincinnati, OH

Previous Registrations

• 2005-02-01 → 2014-01-09
  Grove Point Investments, Llc
  Silver Spring, MD
  Silver Spring, MD
• 2002-04-04 → 2005-02-01
  Valmark Advisers, Inc.
  Silversprings, MD
• 2002-12-04 → 2004-12-31
  Prosperity Assurance Advisory Services, Inc.
  Silver Spring, MD

Other Businesses

1) A. R. BRUCE AND COMPANY, INC: NOT INVESTMENT RELATED; 12501 PROSPERITY DRIVE SUITE 320 SILVER SPRING MD 20904-1699; INSURANCE SALES;POSITION: PRESIDENT; 04/17/1984; HOURS: 100/MONTH 80 DURING INVESTMENT HOURS; INSURANCE SALES INCLUDING TRADITIONAL LIFE, LTC, DISABILITY and FIXED ANNUITIES 2) HOWARD UNIVERSITY SCHOOL OF BUSINESS; NOT INVESTMENT RELATED; 2600 SIXTH ST NW WASHINGTON DC 20059; FINANCIAL PLANNING CLASS; GUEST LECTURER; 10/01/1999; ONE GUEST LECTURE PER YEAR: 90 MINUTES; I SERVE AS A GUEST LECTURER AT THE HOWARD UNIVERSITY SCHOOL OF BUSINESS FOR DR. WILLIAM BARBEE'S CHARTERED FINANCIAL CONSULTANT CLASS (PART OF THE AMERICAN COLLEGE CURRICULUM).  IN ADDITION TO ADDRESSING GENERAL FINANCIAL SUBJECTS IN A BRIEF WAY, DR. BARBEE ASKS ME TO TELL THE STUDENTS ABOUT WHAT I DO; WHAT MAKES A GOOD FINANCIAL ADVISOR (WILLINGNESS TO LISTEN, ETC.); HOW TO GET INTO THE BUSINESS;  HOW I INTERACT WITH MY CLIENTS, ETC. 3). Headley Carter Cares Foundation; P.O. Box 161, Riverdale, MD 20738; not investment related; treasurer; 05/01/2010-present; 10 hours/month ( 3 during securities trading hours); a non profit organization new role, is used for reconciling the books only.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-27
• S63 Uniform Securities Agent State Law Examination
  1984-02-13

Designations