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3700 Park 42 Drive Suite 130A, Cincinnati, OH 45241-2081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-03-07 |
| IL | RA | APPROVED | 2020-02-21 |
| TX | RA | APPROVED | 2018-10-31 |
| OH | RA | APPROVED | 2017-03-03 |
Branch Locations
3700 Park 42 Drive Suite 130A, Cincinnati, OH 45241-2081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horter Investment Management | Cincinnati | OH | 07/2014 | 11/2016 |
| Dinergy Insurance Agency | Cincinnati | OH | 11/2016 | Present |
| Dinergy Wealth Management | Cincinnati | OH | 11/2016 | Present |
| Dinergy Financial | Cincinnati | OH | 11/2016 | Present |
| Dinergy Mortgage Associates | Cincinnati | OH | 11/2016 | Present |
DINERGY INSURANCE AGENCY. PARTNER. STARTED 11/01/2016. WORK 10 HOURS PER MONTH. CINCINNATI, OH. DINERGY FINANCIAL. PARTNER. STARTED 11/01/2016. WORK 10 HOURS PER MONTH. CINCINNATI, OH. LAKOTA FAMILY YMCA, BOARD MEMBER & BOARD TREASURER. STARTED 7/2023. WORK 1 HOUR PER MONTH. LIBERTY TOWNSHIP, OHIO. DESERT OAK CAPITAL LLC, MANAGING MEMBER STARTED 01/2024, WORK 1 HOUR PER MONTH, LIBERTY TOWNSHIP, OH 401KICKSTARTER LLC, MANAGING MEMBER. STARTED 02/2025. WORK 30 HOURS PER MONTH, LIBERTY TOWNSHIP, OH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-20 |
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