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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-15 |
| CO | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED | 2025-03-27 |
| FL | RA | APPROVED | 2025-02-17 |
| NE | RA | APPROVED | 2025-01-21 |
| IN | RA | APPROVED | 2022-04-21 |
| AZ | RA | APPROVED | 2022-03-09 |
| IL | RA | APPROVED | 2017-04-11 |
| OH | RA | APPROVED | 2017-04-11 |
Branch Locations
1327 W. Washington Blvd Suite 4A, Chicago, IL 60607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Horsham | PA | 01/2014 | 02/2017 |
| Hornor, Townsend & Kent, Inc | Horsham | PA | 02/2014 | 02/2017 |
| Ohio National Financial Services | Cincinnati | OH | 07/2016 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 04/2017 | Present |
1). Dean Insurance & Fianncial; not investment related;1327 W. Washington Blvd, Suite 4A, Chicago IL 60607; Agent; 10 Hours/month ( 8 during market hours); sell life insurance, LTC, disability, health, fixed and immediate annuity products and accident insurance. 2). Board Member of Kiwanis Club of Lindenhurst/the lakes; 1075 Victory Lane, Lindenhurst, IL 60046; board member; 04/01/2004-present; 10 Hours/month (4 during security market hours); help club with community events. We have projects throughout the year. 3). Commercial Property and Casualty insurance sales; not investment related; 4245 North Knox Avenue, Chicago, IL 60641; Agent; 08/01/2016-present; 60 hours/month( 40 hours during market hours); sell commercial, life, and disability insurance to individuals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-31 |
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