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255 East Fifth St. Suite 3000, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-03-24 |
Branch Locations
255 East Fifth St. Suite 3000, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horan Securities, Inc. | Cincinnati | OH | 05/2010 | 01/2019 |
| Horan Capital Advisors, Llc | Cincinnati | OH | 05/2010 | 01/2019 |
| Constellation Wealth Advisors, Llc | Cincinnati | OH | 02/2019 | Present |
| Quadrant Capital Group, Llc | Cincinnati | OH | 02/2019 | Present |
Entity/Business Name: Depaul Christo Rey High School; Investment related (Y/N): Y; Address: 133 Clifton Hills Ave, Cincinnati, OH 45220; Nature of the Business: Private Catholic College Preparatory High School; Position/Title/Relationship: Board of Directors; Start Date: July 2019; Approximate # of hours a month: nominal; Approximate # of hours during trading hours: nominal; Compensated (Y/N)? N; Briefly describe your duties: Supports the school's programs and operations as a member of the Board of Directors
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-09 |
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