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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-02-13 |
| WV | RA | APPROVED | 2018-10-26 |
| KY | RA | APPROVED | 2005-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National Life Insurance | Cincinnati | OH | 09/1981 | Present |
| The O.N. Equity Sales Company | Lexington | KY | 08/1985 | Present |
| Lexington Financial Service | Lexington | KY | 01/2004 | Present |
1) LEXINGTON FINANCIAL SERVICES, DBA ENVISAGE; MEDICAL INSURANCE/ LIFE SALES; NON INVESTMENT RELATED; 1029 MONARCH STREET, #150, LEXINGTON, KENTUCKY 40513; MEDICAL INSURANCE SALES, LIFE INSURANCE SALES; BROKER; 09/81-PRESENT; 80 HOURS/MONTH; 4-5 DURING SECURITIES TRADING HOURS/MONTH; INDIVIDUAL, GROUP SALES - VARIOUS CARRIERS. 2) NEIL HOWARD PROPERTIES; YES INVESTMENT RELATED; 1029 MONARCH STREET, #150, LEXINGTON, KENTUCKY 40513; OWNER/LANDLORD; 09/08-PRESENT;1 HOURS/MONTH; 0 DURING SECURITIES TRADING HOURS/MONTH; PASSIVE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-24 |
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