The O.N. Equity Sales Company

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
392
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

The O.N. Equity Sales Company is organized as a corporation with ownership identified as a mix of domestic entity and individual interests. The firm is listed with an unclassified business designation in the source data. Available records indicate a limited public profile of its operating model: it is not described as a capital allocator, is not identified as an active ESG investor, and is not classified as a multi-state adviser or a pension consultant. It is also not noted as a newly formed adviser or as having a related adviser relationship. Key commercial details such as client segments, fee arrangements, core business activities and advisory services were not disclosed in the material provided.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 8
  • 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 384
  • 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth