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10155 Westmoor Drive Suite 125, Westminster, CO 80021-2627 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-27 |
Branch Locations
10155 Westmoor Drive Suite 125, Westminster, CO 80021-2627 • United States
11770 Us Highway One Suite E601 , Palm Beach Gardens, FL 33408 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horter Investment Management Llc | Cincinnati | OH | 07/2013 | 08/2019 |
| Asset Protect One Inc | Westminster | CO | 05/2009 | Present |
| Apo Financial, Inc. | Wetminster | CO | 06/2014 | Present |
| Apo Financial Services, Llc | Westminster | CO | 03/2019 | Present |
1). ASSET PROTECT ONE, INC. INVESTMENT RELATED?: NO ADDRESS OF OTHER BUSINESS: 10155 WESTMOOR DRIVE, SUITE 175, WESTMINSTER CO 80021 NATURE OF OTHER BUSINESS: INSURANCE AND ANNUITY SALES, CONSOLIDATED TAX RETURNS YOUR POSITION: PRESIDENT START DATE: 12/2012 HOW MANY HOURS YOU DEVOTE TO THE OTHER BUSINESS PER MONTH: 40 HOW MANY HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 40 BRIEFLY DESCRIBE YOUR DUTIES: INSURANCE AND ANNUITY SALES 2). APO FINANCIAL, INC. (APO IS A DBA OF ASSET PROTECT ONE INC.) INVESTMENT RELATED?: NO ADDRESS OF OTHER BUSINESS: 10155 WESTMOOR DRIVE, SUITE 175, WESTMINSTER CO 80021 NATURE OF OTHER BUSINESS: INSURANCE YOUR POSITION: PRESIDENT/AGENT START DATE: 06/2014 HOW MANY HOURS YOU DEVOTE TO THE OTHER BUSINESS PER MONTH: 40 HOW MANY HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 40 BRIEFLY DESCRIBE YOUR DUTIES: INSURANCE SALES, LTC SOLUTIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-29 |
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