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8044 Montgomery Rd, Ste 640, Cincinnati, OH 45236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-06 |
| FL | RA | APPROVED | 2025-07-17 |
| OH | RA | APPROVED | 2025-07-09 |
| GA | RA | APPROVED | 2025-07-08 |
| UT | RA | APPROVED | 2025-07-08 |
| CA | RA | APPROVED | 2025-07-07 |
| CO | RA | APPROVED | 2025-07-07 |
| CT | RA | APPROVED | 2025-07-07 |
| ID | RA | APPROVED | 2025-07-07 |
| IL | RA | APPROVED | 2025-07-07 |
| IN | RA | APPROVED | 2025-07-07 |
| KY | RA | APPROVED | 2025-07-07 |
| MI | RA | APPROVED | 2025-07-07 |
| MT | RA | APPROVED | 2025-07-07 |
| NJ | RA | APPROVED | 2025-07-07 |
| SC | RA | APPROVED | 2025-07-07 |
| TX | RA | APPROVED | 2025-07-07 |
| WA | RA | APPROVED | 2025-07-07 |
| WI | RA | APPROVED | 2025-07-07 |
Branch Locations
8044 Montgomery Rd, Ste 640, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horan Securities, Inc. | Cincinnati | OH | 12/2010 | 07/2025 |
| M Holdings Securities, Inc. | Portland | OR | 03/2025 | Present |
| Horan Wealth, Llc | Cincinnati | OH | 07/2025 | Present |
1) Michael Napier (Tax Preparation); 840 Twilight Drive, Crescent Springs KY 41017; Tax preparation; Not Investment Related; Owner; Tax preparation; 1/1/2005; 5 ho/mo; 0 ho/mo during trading hours. 2) HORAN Wealth Management; 8044 Montgomery Rd., Ste 640, Cincinnati, OH 45236; Registered Investment Adviser; IAR; Investment related; Sales, strategic direction, management; 1/10/2013; 144 ho/mo; 108 ho/mo during trading hours. 3) HORAN Wealth; 8044 Montgomery Road, Suite 640, Cincinnati, Ohio 45236; M Financial Group Member Firm, Insurance; Investment related; Managing Director; Wealth Advisor and supervisor; 12/10/10; 120 ho/mo; 100 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-06-15 |
| S66 | Uniform Combined State Law Examination | 2000-09-01 |
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