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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-21 |
| PA | RA | APPROVED | 2026-08-21 |
| OH | RA | APPROVED | 2026-07-31 |
| UT | RA | APPROVED | 2026-07-29 |
| WA | RA | APPROVED | 2026-04-28 |
| ME | RA | APPROVED | 2026-02-24 |
| VA | RA | APPROVED | 2026-02-23 |
| LA | RA | APPROVED | 2026-01-30 |
| NJ | RA | APPROVED | 2026-01-07 |
| MO | RA | APPROVED | 2025-12-03 |
| NY | RA | APPROVED | 2025-12-03 |
| TX | RA | APPROVED | 2025-11-12 |
| CA | RA | APPROVED | 2025-10-31 |
| CT | RA | APPROVED | 2025-10-31 |
| OK | RA | APPROVED | 2025-07-07 |
| GA | RA | APPROVED | 2005-11-22 |
| AL | RA | APPROVED | 2005-11-17 |
| KY | RA | APPROVED | 2005-11-17 |
| TN | RA | APPROVED | 2005-11-17 |
Branch Locations
783 Old Hickory Blvd Suite 353, Nashville, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ohio National Life Ins. Co. | Cincinnati | OH | 12/1991 | Present |
| The O.N. Equity Sales Company | Nashville | TN | 01/1992 | Present |
1) SUMMIT FINANCIAL GROUP LLC; 783 OLD HICKORY BLVD STE 353 NASHVILLE TN 37027;INDIVIDUAL AND GROUP, MEDICAL,DENTAL, VISION, LIFE, HEARING, LONG TERM CARE, CRITICAL ILLNESS;AGENT; START DATE 08/1986; 200 HRS PER MONTH(200 DURING TRADING HRS)AGENT CONSULTANT, CUSTOMER SERVICE, SUPPORT AND PRODUCT SALES. 2) H&L FOOD CONCEPTS, LLC; NOT INVESTMENT RELATED; 783 OLD HICKORY BLVD STE 353 NASHVILLE TN 37027; FRANCHISE (RESTAURANT - PITA PIT); MEMBER (PARTNER); 09/01/2010; OVERSIGHT & MANAGEMENT GUIDANCE; 10-15 HOURS/MONTH; PROVIDE OVERSIGHT AND MANAGEMENT GUIDANCE. 3) JEFF LYNCH AND JACK HAYNES- REAL ESTATE PROJECTS; NOT INVESTMENT RELATED; PO Box 31229 Nashville TN 37203; PURCHASE RESIDENTIAL HOMES TO RENOVATE AND THEN SELL WITHIN THE NEXT 12 TO 24 MONTHS; PARTNER; 07/31/2015; 10 HOURS/MPNTH (0 DURING MARKET HOURS); I WILLBE AN ACTIVE PARTICIPANT IN THE RENOVATION AND PROJECT OVERSIGHT PROCESS ALONG WITH MY BEST FRIEND AND PARTNER JACK HAYNES. 4) FRIENDS OF FE VIVA; NOT INVESTMENT RELATED; PO BOX 331229, NASHVILLE, TN 37203; NON-PROFIT/CHARITABLE; BOARD MEMBER; PRESIDENT; 11/11/2015; 2 HOURS/MONTH; 0 SECURITIES TRADING HOURS/MONTH; THIS IS A SMALL BOARD-MANAGED NON-PROFIT, CHARITABLE ORGANIZATION. I SERVE AS PRESIDENT AT PRESENT. 5) WORLD PROMISE; NOT INVESTMENT RELATED; 309 RAYON DRIVE, OLD HICKORY, TN 37138; NON-PROFIT/CHARITABLE; BOARD MEMBER; PRESIDENT;1/30/2019; 2 HOURS/MONTH; 0 SECURITIES TRADING HOURS/MONTH; THIS IS A SMALL BOARD-MANAGED NON-PROFIT, CHARITABLE ORGANIZATION. I SERVE AS PRESIDENT AT PRESENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-05-28 |
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