Best Investors Account Sign in

David Maurice Lohre

Horan Wealth, LLC

Cincinnati, OH

Fort Mitchell, KY

Claim This Profile
Current Employers
Horan Wealth, Llc

8044 Montgomery Rd, Ste 640, Cincinnati, OH 45236 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-14
OH RA APPROVED 2025-07-09
GA RA APPROVED 2025-07-08
IL RA APPROVED 2025-07-07
IN RA APPROVED 2025-07-07
KY RA APPROVED 2025-07-07
MT RA APPROVED 2025-07-07
TX RA APPROVED 2025-07-07
  • FL RA
    APPROVED
    Since 2025-07-14
  • OH RA
    APPROVED
    Since 2025-07-09
  • GA RA
    APPROVED
    Since 2025-07-08
  • IL RA
    APPROVED
    Since 2025-07-07
  • IN RA
    APPROVED
    Since 2025-07-07
  • KY RA
    APPROVED
    Since 2025-07-07
  • MT RA
    APPROVED
    Since 2025-07-07
  • TX RA
    APPROVED
    Since 2025-07-07

Branch Locations

8044 Montgomery Rd, Ste 640, Cincinnati, OH 45236 • United States

207 Grandview Dr., Ste 100, Fort Mitchell, KY 41017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Horan Securities, Inc. Cincinnati OH 01/2009 07/2025
M Holdings Securities, Inc. Portland OR 02/2025 Present
Horan Wealth, Llc Cincinnati OH 07/2025 Present
  • 01/2009 → 07/2025
    Horan Securities, Inc.
    Cincinnati, OH
  • 02/2025 → Present
    M Holdings Securities, Inc.
    Portland, OR
  • 07/2025 → Present
    Horan Wealth, Llc
    Cincinnati, OH
Previous Registrations
  • 2009-06-25 → 2025-07-07
    Horan Securities, Inc.
    Cincinnati, OH
    Cincinnati, OH
    Cincinnati, OH
    West Chester, OH
    Fort Mitchell, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-09-28
S63 Uniform Securities Agent State Law Examination 1993-07-06
  • S65 Uniform Investment Adviser Law Examination
    2009-09-28
  • S63 Uniform Securities Agent State Law Examination
    1993-07-06

View on SEC IAPD

Other Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC
BRIXEY & MEYER CAPITAL LLC
OPUS CAPITAL MANAGEMENT
FORMIDABLE ASSET MANAGEMENT, LLC
RC CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor