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DP

David A. Pearre

THE O.N. EQUITY SALES COMPANY
Lake Bluff, IL 60044
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CRD#: 1317060
DP

Professional summary


David Alexander Pearre II, who also goes by David A Pearre II, is a registered financial professional currently at THE O.N. EQUITY SALES COMPANY located in Lake Bluff, Illinois.

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, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David A Pearre Ii

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 Alexander Pearre II'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

April 20, 2015 - Present

THE O.N. EQUITY SALES COMPANY

Office #1: 101 Waukegan Road Suite 650, Lake Bluff, IL 60044
BD
CRD#: 2936
Lake Bluff, IL
Past

January 29, 2013 - April 13, 2015

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
LAKE BLUFF, IL
Past

January 22, 1998 - January 8, 2013

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
CHICAGO, IL
Past

August 19, 1994 - January 20, 1998

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

June 23, 1994 - September 19, 1994

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

December 11, 1984 - February 8, 1994

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

December 11, 1984 - February 8, 1994

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

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
Arizona
(5/23/2018)
RR
California
(1/27/2021)
RR
Colorado
(1/27/2021)
RR
Florida
(1/27/2021)
RR
Illinois
(4/20/2015)
RR
Indiana
(7/7/2016)
RR
Iowa
(2/18/2021)
RR
Michigan
(11/11/2024)
RR
Minnesota
(1/17/2025)
RR
Texas
(1/27/2021)
RR
Washington
(1/27/2021)
RR
Wisconsin
(1/27/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 9/3/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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#: 2936Lake Bluff, IL 60044

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