Casey S Croysdale

Current Employers

Employment History

• 08/2009 → 05/2017
  Touchstone Securities
  Cincinnati, OH
• 08/2009 → 05/2017
  Ifs Financial Services
  Cincinnati, OH
• 09/2017 → 03/2019
  Horter Investment Management
  Cincinnati, OH
• 05/2017 → 09/2017
  Unemployed
  Cincinnati, OH
• 03/2019 → Present
  Portfolio Medics, Llc
  Bonita Springs, FL

Previous Registrations

• 2017-09-06 → 2019-04-01
  Horter Investment Management, Llc
  Cincinnati, OH
• 2009-09-01 → 2015-01-22
  Touchstone Advisors Inc
  Cincinnati, OH
• 2009-02-11 → 2009-08-26
  Natcity Investments, Inc.
  West Chester, OH
• 2007-01-09 → 2008-12-31
  Wrp Investments, Inc.
  Youngstown, OH
  West Lafayette, IN
  Youngstown, OH

Other Businesses

OHSAA & USSF LICENSED SOCCER OFFICIAL NATURE OF BUSINESS: REFEREE HIGH SCHOOL AND NON-AFFLIATED SOCCER GAMES TITLE: SOCCER OFFICIAL TIME SPENT: 2 HRS/WEEK COMPENSATION: FEES Insurance Agent, Trulip Planning, LLC. Selling of insurance products. Approximately 5 hours a week during market and non-market hours are spent on this endeavor Insurance Agent under Trulip Retirement Planning, LLC Selling of insurance products. Investment related and time spent is five hours a week during market and non-market hours on this activity.

Exams

• S66 Uniform Combined State Law Examination
  2005-03-31

Designations