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11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-04-11 |
| NC | RA | APPROVED | 2008-07-18 |
Branch Locations
11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States
Apex, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horter Investment Management, Llc | Cincinnati | OH | 07/2008 | Present |
| Golden Retirement Solutions Dba Jensen Financial Froup | Apex | NC | 05/2008 | Present |
Golden Retirement Solutions DBA Jensen Financial Group Golden Retirement Solutions started in 05/2008 Jensen Financial Group as DBA was added 01/2010 YES investment related Business address 1153 Gloriosa St., Apex, NC 27523 Financial Planning President 160 hours per month 140 during exchange hours Duties include: Meeting with clients to review financial preparedness for retirement. (40 hours a month approx)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-03 |
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