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6125 Memorial Dr, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Columbus | OH | 06/2009 | 05/2016 |
| Ultimus Fund Distributors, Llc | Cincinnati | OH | 05/2016 | 11/2021 |
| Ultimus Fund Solutions, Llc | Cincinnati | OH | 05/2016 | 11/2021 |
| Meeder Advisory Services, Inc. | Dublin | OH | 10/2022 | Present |
| Horter Investment Management | Cincinnati | OH | 11/2021 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-12 |
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