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JA

Josh R. Abernathy

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CRD#: 4162073
JA

Professional summary


Josh Ray Abernathy was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Josh is a previously registered financial advisor and started their career in finance in 2000. Prior to being barred, Josh had worked at 7 firms, which includes THE O.N. EQUITY SALES COMPANY, NEXT FINANCIAL GROUP INC., MML INVESTORS SERVICES LLC, OSAIC WEALTH INC., HIGH MARK SECURITIES INC., A. G. EDWARDS & SONS INC., MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED.

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 21, 2013 - August 19, 2014

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
NORFOLK, VA
Past

March 27, 2007 - September 26, 2012

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
NORFOLK, VA
Past

March 16, 2007 - September 26, 2012

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
NORFOLK, VA
Past

February 16, 2005 - April 12, 2007

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
HOUSTON, TX
Past

August 26, 2004 - February 10, 2005

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

August 20, 2003 - September 2, 2004

HIGH MARK SECURITIES, INC.

BD
CRD#: 42467
LAKELAND, FL
Past

April 12, 2002 - August 19, 2003

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
HOUSTON, TX
Past

April 11, 2002 - August 19, 2003

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

August 25, 2000 - February 15, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/29/2000
Uniform Combined State Law Examination
General Industry/Product Exam

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#: 2936

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