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DT

David H. Thompson

THE O.N. EQUITY SALES COMPANY
Lee's Summit, MO 64064
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CRD#: 1267560
DT

Professional summary


David Hayward Thompson is a registered financial professional currently at THE O.N. EQUITY SALES COMPANY located in Lee's Summit, Missouri.

David is registered as a RR (Registered Representative) and started their career in finance in 1984. David has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view David Hayward Thompson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 30, 2021 - Present

THE O.N. EQUITY SALES COMPANY

Office #1: 2641 Ne Mcbaine Drive, Lee's Summit, MO 64064
BD
CRD#: 2936
Lee's Summit, MO
Past

December 15, 2014 - April 8, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
FAIRWAY, KS
Past

February 27, 2006 - December 22, 2014

OPPENHEIMER & CO. INC.

BD
CRD#: 249
KANSAS CITY, MO
Past

March 24, 2005 - February 28, 2006

STERN BROTHERS & CO.

BD
CRD#: 16325
KANSAS CITY, MO
Past

November 6, 1997 - April 15, 2005

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
KANSAS CITY, MO
Past

April 18, 1988 - April 15, 2005

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

December 2, 1987 - April 19, 1988

RANSON & COMPANY, INC.

BD
CRD#: 7040
Past

May 31, 1984 - February 18, 1986

DICKINSON & CO.

BD
CRD#: 689

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(4/28/2021)
RR
Kansas
(3/30/2021)
RR
Minnesota
(5/8/2024)
RR
Missouri
(3/31/2021)
RR
Texas
(5/12/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 6/1/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TO
THE O.N. EQUITY SALES COMPANY
THE O.N. EQUITY SALES COMPANY

CRD#: 2936 / SEC#: , 8-14161

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
One Financial Way, Cincinnati, OH 45242
Mailing Address
P.o. Box 371, Cincinnati, OH 45201-0371
Phone number
(513) 794-6794
Established
Ohio since 08/22/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CONSTELLATION INSURANCE, INC.PARENT COMPANY
VANHOY, ANDREW JOSEPHDIRECTOR & CHIEF COMPLIANCE OFFICER3012299
WESTBROCK, NANCY MCHARIMAN, PRESIDENT & CHIEF EXECUTIVE OFFICER5637288

Disclosures


Regulatory Event7
Arbitration2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THE O.N. EQUITY SALES COMPANY

CRD#: 2936Lee's Summit, MO 64064

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