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1790 Town Park Blvd. Suite K, Uniontown, OH 44685 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2009-11-05 |
Branch Locations
1790 Town Park Blvd. Suite K, Uniontown, OH 44685 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The O.N. Equity Sales Company | Cincinnati | OH | 09/2002 | Present |
1) INTEGRATED PLANNING COMPANY; NOT INVESTMENT RELATED; SELLING LIFE, HEALTH, DISABILITY, LONG TERM CARE, FIXED AND INDEXED ANNUITIES; AGENT; START DATE: 01/01/1983; 5 HOURS PER WEEK(5 HOURS DURING TRADING) 2)INTEGRATED WEALTH MANAGEMENT; INVESTMENT RELATED; PERCENTAGE FEE FOR ASSETS UNDER MANAGEMENT; IAR START DATE: 01/01/2007; 10 HOURS PER MONTH(10 HOURS DURING TRADING). 3) KOLY FINANCIAL GROUP; investment related: Yes; Location of the business: 4723 Garrett Dr. Norton OH 44203; Description of the business: Financial services; Position Title: Owner; Responsibilities Duties: Financial Services; Start date with business: 2019-01-01; Hours devoted to business during trading hours: 130; Hours devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 50.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-18 |
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