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11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-04-20 |
| VA | RA | APPROVED | 2022-12-12 |
Branch Locations
11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States
Purcellville, VA • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patriot Advisory Group | Purcellville | VA | 12/2020 | 11/2022 |
| Highland Capital Brokerage | Leesburg | VA | 08/2005 | Present |
| Horter Investment Management | Cincinnati | OH | 11/2022 | Present |
| Ocasio Financial Services | Purcellville | VA | 10/2022 | Present |
Name of Business: Ocasio Financial Services Investment Related: Yes Address: Purcellville, VA Nature of Business: FIA's / Fixed annuities / life insurance Position / Title: owner / sole proprietor Start Date: 10/2022 Approx Hours/Month: 80 Approx Hours/Month During Trading Hours: 80 Duties: Annuity wholesaler
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