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Current Employers
Aegis Wealth Management, Inc.

317 State Street, Guthrie Center, IA 50115 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-08-22
  • OH RA
    APPROVED
    Since 2023-08-22

Branch Locations

1201 Barnhart Rd., Troy, OH 45373 • United States

317 State Street, Guthrie Center, IA 50115 • 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
Bcj Capital Management Scottsdale AZ 06/2020 08/2023
Aegis Wealth Management, Inc. Guthrie Center IA 08/2023 Present
American Liberty Financial Network Llc Troy OH 05/2002 Present
Horter Investment Management, Llc Cincinnati OH 03/2014 05/2020
Previous Registrations
  • 2020-06-15 → 2023-08-07
    Troy, OH
    Scottsdale, AZ
  • 2014-03-31 → 2020-05-19
    Troy, OH
    Cincinnati, OH
  • 2006-05-15 → 2014-05-05
    Gossett & Crozier Financial Advisers, Inc.
    Centerville, OH
  • 2002-01-02 → 2004-05-11
    Investment Consulting & Research Inc.
    Centerville, OH
Other Businesses

American Liberty Financial Network,owner, insurance sales, Troy, OH, Since 05/2002, 10 hours a week during trading hours

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Troy, OH

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