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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-04-21 |
| NE | RA | APPROVED | 2022-01-10 |
| FL | RA | APPROVED | 2015-02-23 |
| KS | RA | APPROVED | 2014-12-09 |
| MO | RA | APPROVED | 2014-12-01 |
Branch Locations
608 Sw Third Street, Lees Summit, MO 64063 • United States
One Financial Way, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National Financial Services | Cincinnati | OH | 11/2014 | Present |
| The O.N. Equity Sales Companu | Cincinnati | OH | 11/2014 | Present |
| On Investment Management Company | Cincinnati | OH | 11/2014 | Present |
1) SUMMIT POINTE FINANCIAL GROUP; NOT INVESTMENT RELATED; 2641 NE MCBAINE DRIVE LEE'S SUMMIT MO 64064; LIFE AND HEALTH INSURANCE SALES; AGENT; 06/2010-PRESENT; 1-2 HOURS/MONTH; 0 HOURS/TRADING; SELLING OF FIXED LIFE INSURANCE AND HEALTH INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-30 |
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