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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-01-15 |
| ID | RA | APPROVED | 2007-04-23 |
Branch Locations
3601 N Lakeharbor Lane, Boise, ID 83703 • United States
One Financial Way, Cincinnati, OH 45242 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National Life | Bone | ID | 11/1978 | Present |
| The O.N. Equity Sales Company | Boise | ID | 11/1978 | Present |
1)INSURANCE SALES; NOT INVESTMENT RELATED; 3601 N LAKE HARBOR LANE BOISE ID 83703; INSURANCE SALES; AGENT; 09/01/1969 TO PRESENT; 1 OR 2 HOURS PER MONTH; SALE AND SERVICE OF LONG TERM ARE, LIFE INSURANCE AND FIXED ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1984-12-01 |
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