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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-05 |
| MI | RA | APPROVED | 2019-04-15 |
Branch Locations
1600 East Beltline Ave Ne Suite 209, Grand Rapids, MI 49525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Haywood & Associates, Inc. | Caledonia | MI | 04/2011 | 03/2018 |
| Ohio National Financial Services | Cincinnati | OH | 09/2016 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 10/2016 | Present |
1)VFG Solutions llc, Inc.; Not investment related; 1600 East Beltline Ave NE, Suite 209, Grand Rapids, MI 49525; Start Date 09/01/2018-present; 5 hours/month; 5 trading/hours; Primary business is Group Health, Life, and Disability Insurance and ancillary insurance. currently a full time position. 2). Strategic Diverse Ventures LLC; not investment related; 8851 River Ridge Road, Middleville, MI 49333; Sole Member; 04/12/2018-present; 1 hour/month(0 during securities trading hours); Just a pass through llc for 1099 commissions from insurance business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-22 |
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