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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2012-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boccaccio & Associates | Hartford | CT | 01/1986 | Present |
| Guardian Life Insurance Co. Of America | New York | NY | 06/1989 | Present |
| Ohio National Financial Services | Cincinnati | OH | 08/2007 | Present |
| The On Equity Sales Company | Cincinnati | OH | 01/2012 | Present |
1) BOCCACCIO & ASSOCIATES; NOT INVESTMENT RELATED; 9 Parkside Drive Lyme CT 06371 ; LIFE AND HEALTH INSURANCES SALES; SOLE PROPRIETOR, OWNER; START DATE: 01/01/1984; 80 HOURS/MONTH (20 HOURS DURING TRADING); THE SALE OF LIFE AND HEALTH INSURANCE and Property & Casualty insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-22 |
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