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11130 Coldwater Road Suite 104, Ft Wayne, IN 46845-1270 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2019-10-15 |
| TX | RA | APPROVED_RES | 2019-10-11 |
Branch Locations
11130 Coldwater Road Suite 104, Ft Wayne, IN 46845-1270 • United States
3634 Rio Rancho Blvd Ne Suite 201, Rio Rancho, NM 87144 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horter Investment Management | Cincinnati | OH | 09/2014 | 10/2019 |
| Anthem Financial Services, Inc | Rio Rancho | NM | 09/2009 | Present |
| The Church Of Jesus Christ Of Latter Day Saints | Albuquerque | NM | 01/2018 | Present |
| Atlas Capital Management Corp | Fort Wayne | IN | 10/2019 | Present |
1.Anthem Financial Services, Inc. Investment related 3634 Rio Rancho Blvd. NE #201 Rio Rancho, NM 87144 Insurance Sales. Mostly Life and annuity CEO 09/2009 160 toward the business 120 during exchange hours Sales of insurance products as well as IAR sales. Manage and train new agents as needed. 2. The Church of Jesus Christ of Latter Day Saints Non-Investment Reltated 1100 Montano Blvd NW Albuquerque, NM 87107 Counseling, welfare care and general accountability of members 40 hours a month 0 hours during security exchange Bishop
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-19 |
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