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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-11-01 |
| IL | RA | APPROVED | 2016-03-02 |
Branch Locations
400 W Logan Street Suite 2A, Rushville, IL 62681 • 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 | 03/2016 | Present |
| Ohio National Financial Services | Cincinnati | OH | 09/2013 | Present |
1. CORNERSTONE FINANCIAL BENEFITS; NOT INVESTMENT RELATED; 400 W. Logan Street, Suite 2A RUSHVILLE IL 62681; FINANCIAL ADVISORY FIRM; INVESTMENT ADVISOR; AGENT; STARTED 04/2006; INSURANCE AGENCY; sale and service life health and P&C insurance; 10 HRS/Month 62681; 2) Fitness and Community Center; Board Member/President; 03/22/2018-present; 4 hours/month (0 during market hours); Serving as the president of the board of this new 501c(3) Fitness and Community Center in my hometown of Rushville IL. 4) Country Gardens LLC; not investment related; 400 W Logan Street, Suite 2A Rushville IL 62681; Senior Independent Living Apartments; owner; 03/01/2020; 25 hours/mo (20 during security trading hours); Owner/Operator of apartments. Spouse will oversee and manage day to day activities. 5) Schuyler County Economic Commission; not investment related; 220 W Washington St Rushville, IL 62681; Economic Development for Rushville and Schuyler County Illinois; President of Board; 06/01/2022; 3 hours/month ( 2 during security trading hours); help direct goals and objectives with our executive director for the organization 6). OneAmerica Indexed Annuity Care; Yes investment related; One America Square, POB 368, Indianapolis, IN 46206; Agent; 03/01/2023-present; 1 hours/month, 1 hours/month during securities trading hours. sell Indexed Annuity Care product through OneAmerica to my clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-10 |
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