The O.N. Equity Sales Company

Broker-DealerFINRA MemberEst. 1968
Total AUM
Advisory reps
391
Avg account
$0

Firm details

Headquarters
Montgomery, Ohio
CRD number
2936
Registered since
October 26, 1968

Firm profile

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Overview

The O.N. Equity Sales Company is organized as a corporation and has been SEC-registered since 1968. Ownership is listed as domestic/entity and individual. The firm's regulatory classification is recorded as unclassified. Available records indicate it does not operate as a capital allocator, does not position itself as an active ESG investor, is not designated a multi-state adviser, and does not identify as a pension consultant or related adviser. The firm has not supplied detail on its investment preferences, advisory services, or typical client profiles.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 9
  • Christopher Hill

    Christopher Hill

    President and CEOCRD 2163742

  • John Moody

    Founder, CEO & CIOCRD 1282839

  • Robert Walker

    Robert Walker

    President, CEOCRD 1330047

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Contacts

3 of 382
  • Janine Halsey

    Janine Halsey

    PartnerCRD 5762756

  • Evan Smith

    Evan Smith

    Registered RepresentativeCRD 5763767

  • Brandon Lincoln

    Brandon Lincoln

    President & Financial PlannerCRD 5903699

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Montgomery, OH

Hamilton

Location

Montgomery, OH

Headquartered in Montgomery, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Hamilton
Address
1 Financial Way
Time zone
ET (UTC-5)
Office locations

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