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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2020-04-08 |
| OH | RA | APPROVED | 2019-02-08 |
Branch Locations
27499 Riverview Center Blvd, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ifs Financial Services | Cincinnati | OH | 08/2011 | 09/2017 |
| Touchstone Securities | Cincinnati | OH | 08/2011 | 09/2017 |
| Horter Investment Management | Cincinnati | OH | 04/2018 | 02/2019 |
| Horter Financial Strategies | Cincinnati | OH | 04/2018 | 02/2019 |
| Zillow Group | Cincinnati | OH | 11/2017 | 03/2018 |
| Portfolio Medics | Bonita Springs | FL | 02/2019 | Present |
The Name of the other business: Horter Financial Strategies Investment Related?: Yes Address of other business: 11726 Seven Gables Rd Cincinnati, OH 45249 Nature of other business: Insurance Sales Your position: Agent Start Date: 04/2018 How many hours you devote to the other business per month: 60 How many hours you devote to the other business during securities trading hours: 60 Briefly describe your duties: Insurance and annuity sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-22 |
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