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11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-01-08 |
Branch Locations
Saint Charles, MO • United States
11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • 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 |
|---|---|---|---|---|
| National Planning Corporation | St. Peters | MO | 03/2008 | 02/2017 |
| Ae Wealth Management, Llc | Topeka | KS | 12/2021 | 12/2025 |
| Asset Protection Strategies | Chesterfield | MO | 08/2018 | 06/2024 |
| Center Street Advisors | Nashville | TN | 05/2017 | 08/2020 |
| Eccarius Financial | Saint Charles | MO | 09/2024 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 01/2026 | Present |
Eccarius Financial; Yes, Investment Related; 2604 Heritage Landing, Saint Charles MO 63303; Insurance Sales; Insurance Agent; Start Date 092024; Approx. 120 hours a month; Approx. 120 hours during trading; Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-06 |
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