KD
Kyrk A. Davis
ON INVESTMENT MANAGEMENT CO
LEXINGTON, KY 40509
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CRD#: 6718966
KD
Professional summary
Kyrk Alexander Davis is a registered financial advisor currently at ON INVESTMENT MANAGEMENT CO located in Lexington, Kentucky and THE O.N. EQUITY SALES COMPANY located in Lexington, Kentucky.
Kyrk is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Kyrk has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1) Ohio National Life Insurance, Investment Related, One Financial Way Cincinnati Ohio 45201, Life Insurance, Life insurance Agent, Start Date 02/01/2017, 10 hours a month, I sell life insurance policies to qualified applicants.2) Family Financial Partners; investment related; 1792 Alysheba Way Ste. 201 Lexington KY 40509; Financial Planning; Operations Associate; Start date 10/10/2016-present; 160 hours/month; 160 trading hours; I am an assistant to a registered rep, I prepare and process client paperwork. 3) Kentucky National Guard; not investment related; 100 Minuteman Parkway Frankfort KY 40601; Military; Infantry officer; Start Date 11/03/2010-Present; 48 hours/Month; 0 trading hours; I lead and I am the direct supervisor of approximately 38 soldiers. I plan, and evaluate training programs for my soldiers.
CRS (Client Relationship Summary) - RIA
Click below to view Kyrk Alexander Davis's 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®
NoneExperience
Current
October 2, 2017 - Present
ON INVESTMENT MANAGEMENT CO
Office #1: 1792 Alysheba Way Suite #201, Lexington, KY 40509RIA
CRD#: 105662
LEXINGTON, KY
Current
June 21, 2017 - Present
THE O.N. EQUITY SALES COMPANY
Office #1: 1792 Alysheba Way Suite #201, Lexington, KY 40509BD
CRD#: 2936
Lexington, KY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OI
ON INVESTMENT MANAGEMENT CO
ON INVESTMENT MANAGEMENT CO
CRD#: 105662 / SEC#: 801-7941
RIA
Registered Investment Advisory firm - (11/14/1971 Approved)Alabama
Registered Investment Advisory firm - (4/15/2002 Terminated)District of Columbia
Registered Investment Advisory firm - (2/9/2001 Terminated)Georgia
Registered Investment Advisory firm - (4/15/2002 Terminated)Indiana
Registered Investment Advisory firm - (12/9/2002 Terminated)Maine
Registered Investment Advisory firm - (4/19/2002 Terminated)Maryland
Registered Investment Advisory firm - (4/15/2002 Terminated)Michigan
Registered Investment Advisory firm - (1/8/2002 Terminated)North Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)South Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)West Virginia
Registered Investment Advisory firm - (1/31/2002 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
IAR
Alaska(8/17/2023)
RR
Alaska(10/23/2025)
RR
Colorado(4/20/2022)
IAR
Colorado(4/20/2022)
IAR
Indiana(5/7/2020)
RR
Indiana(12/8/2021)
RR
Kentucky(8/17/2017)
IAR
Kentucky(10/2/2017)
IAR
Michigan(10/17/2023)
RR
Ohio(6/8/2022)
IAR
Ohio(6/8/2022)
RR
West Virginia(6/8/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
OI
ON INVESTMENT MANAGEMENT CO
ON INVESTMENT MANAGEMENT CO
CRD#: 105662 / SEC#: 801-7941
RIA
Registered Investment Advisory firm - (11/14/1971 Approved)Alabama
Registered Investment Advisory firm - (4/15/2002 Terminated)District of Columbia
Registered Investment Advisory firm - (2/9/2001 Terminated)Georgia
Registered Investment Advisory firm - (4/15/2002 Terminated)Indiana
Registered Investment Advisory firm - (12/9/2002 Terminated)Maine
Registered Investment Advisory firm - (4/19/2002 Terminated)Maryland
Registered Investment Advisory firm - (4/15/2002 Terminated)Michigan
Registered Investment Advisory firm - (1/8/2002 Terminated)North Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)South Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)West Virginia
Registered Investment Advisory firm - (1/31/2002 Terminated)Upgrade to AdvisorCheck Premium
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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
(855) 262-0913
Established
Firm type
Fiscal year end
# of Employees
3,193
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,053 |
| AUM (Assets Under Management) | $ 2,376,953,646 |
Red Flags
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Company Information
ON INVESTMENT MANAGEMENT CO
CRD#: 105662Lexington, KY 40509TRUST BUT VERIFY
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