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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-08-20 |
| AZ | RA | APPROVED | 2026-08-19 |
| MD | RA | APPROVED | 2021-08-31 |
| NM | RA | APPROVED | 2021-07-08 |
| FL | RA | APPROVED | 2019-12-11 |
| GA | RA | APPROVED | 2019-06-03 |
| SC | RA | APPROVED | 2018-10-29 |
| WI | RA | APPROVED | 2018-05-25 |
| NC | RA | APPROVED | 2018-01-29 |
| CO | RA | APPROVED | 2017-09-25 |
| KY | RA | APPROVED | 2017-09-11 |
| MO | RA | APPROVED | 2017-01-24 |
| TX | RA | APPROVED_RES | 2012-01-17 |
| VA | RA | APPROVED | 2007-06-11 |
| TN | RA | APPROVED | 2007-06-08 |
Branch Locations
2 disclosure categories 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 Financial Services | Cincinnati | OH | 03/2005 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 06/2007 | Present |
| On Investment Management Co. | Cincinnati | OH | 06/2007 | Present |
1) SECURE MONEY MASTERS; NOT INVESTMENT RELATED; 1810 Highway 394, Blountville, TN 37617; SELLING INSURANCE; VICE PRESIDENT; START DATE: 02/20/2005; 200 HOURS PER MONTH(200 HOURS DURING TRADING) SELLING LIFE, HEALTH, DISABILITY, LONG TERM CARE, FIXED AND INDEXED ANNUITIES. 2) SAMUEL ROSS; NOT INVESTMENT RELATED; 1810 Highway 394, Blountville, TN 37617; TAX PREPARATION; SOLE PROPRIETOR; START DATE: 04/01/1982; 30 HOURS PER MONTH(5 HOURS DURING TRADING) 3) SAMUEL ROSS; NOT INVESTMENT RELATED;1810 Highway 394, Blountville TN 37617; NOTARY; START DATE: 07/30/2006; 3 HOURS PER MONTH(1 HOUR DURING TRADING) 4) TASC; NOT INVESTMENT RELATED; 2302 INTERNATIONAL LANE MADISON WI 53704; PROVIDER OF CAFETERIA PLANS & MEDICAL REIMBURSEMENT PLANS; AGENT; START DATE: 05/10/2011; 2 HOURS PER MONTH (2 HOURS DURING MARKET HOURS); REFERS BUSINESS CLIENTS SEEKING HEALTH SAVINGS PLANS AND MEDICAL REIMBURSEMENT PLANS TO PRODUCT PROVIDER.5) AMERIESTATE LEGAL PLAN; NOT INVESTMENT RELATED; 3525 HYLAND AVE SUITE 150 COSTA MESA CA 92626; PREPAID LEGAL & ESTATE PLANS; SALES REP; START DATE 11/30/2012; HOURS/MONTH 2; HOURS/TRADING 2; SALE OF PREPAID LEGAL & ESTATE PLANS; 6) MR LEASING LLC; INVESTMENT RELATED; 1058 HIDDEN VALLEY RD KINGSPORT TN 37663; PROPERTY LEASING; MANAGING MEMBER; START DATE 08/20/2013; HOURS/MONTH 2; HOURS/TRADING 0; OVERSEE 1 PROPERTY ON LEASE; .7) 1810 Partnership; not investment related; 1810 Hwy 394 Blountville TN 37617; leasing real estate; partner; 01/14/2022; 5 hours/month ( 0 during security hours); managing property and maintenance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-07-01 |
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