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11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-23 |
Branch Locations
11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ricoh Usa | Worthington | OH | 02/2001 | 08/2020 |
| First Command | Fort Worth | TX | 01/2020 | 08/2020 |
| First Command Brokerage Services | Fort Worth | TX | 08/2020 | 06/2024 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 08/2020 | 06/2024 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 08/2020 | 06/2024 |
| Pnc Investments Llc | Powell | OH | 07/2024 | 07/2025 |
| Horter Investment Management, Llc | Cincinnati | OH | 01/2026 | Present |
| Unemployed | Hilliard | OH | 07/2025 | 01/2026 |
1) 04/2020 / Landlord / Rental Property / Non-investment related / Hours during trading hours: 0 / Hours devoted per month: 1 Business Address: 4758 Trademark Trail, Hilliard OH 43026 2) Company: Horter Financial Strategies Business Address: 11726 Seven Gables Rd Cincinnati, OH 45249 Position: Insurance Agent Investment Related: Yes Start Date: 01/2026 Approx. hours/per month devoted: 64 Number of hours during security trading hours: 16
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-14 |
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