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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-11-01 |
Branch Locations
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
7850 Five Mile Road, Cincinnati, OH 45230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Insurance | Mason | OH | 04/2005 | 12/2016 |
| State Farm Vp Managment Corp. | Mason | OH | 04/2005 | 12/2016 |
| Horter Investment Management, Llc | Cincinnati | OH | 01/2017 | 10/2019 |
| Horter Financial Strategies | Cincinnati | OH | 01/2017 | 10/2019 |
| Portfolio Medics, Llc | Bonita Springs | FL | 11/2019 | Present |
Nature Of Business: Insurance Sales Position: Agent Start Date: 01/2018 Hours Devoted to Business: 160 Hours during Security Hours: 160 Duties: Insurance and Annuity sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-06-28 |
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