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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-06-03 |
| TX | RA | APPROVED | 2024-06-03 |
Branch Locations
20 Wight Avenue Suite 155, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horan Capital Management, Llc | Hunt Valley | MD | 09/2004 | 01/2021 |
| Connectus Wealth | Hunt Valley | MD | 01/2021 | 07/2024 |
| The Colony Group, Llc | Boston | MA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-27 |
| S66 | Uniform Combined State Law Examination | 2000-09-26 |
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