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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-01 |
Branch Locations
7 Corporate Center Court Suite B, Greensboro, NC 27408 • United States
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roadmap Financial Consulting, Llc | Greensboro | NC | 03/2011 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 02/2014 | Present |
| Roadmap Property And Casualty Insurance Service, Llc | Greensboro | NC | 10/2018 | 04/2025 |
Name of Business: Roadmap Financial Consulting, LLC Investment Related: Yes Current Business Address: 7 Corporate Center Court Suite B Greensboro, NC 27408 Nature of Business: Full Service Financial Services and Business Consulting Firm, Independent Insurance Agency, Income Planning, Fee Based Planning services Title: President/Managing Member Start Date: 03/2011 Approx number of hours: 80-90 Approx number of hours during securities hours: 3-4 per day Duties: Manage the overall business. Meet with clients and prospective clients. Will offer clients the option of purchasing Premium Financed Life Insurance through Kai-Zen.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-11 |
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