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6910 Miami Ave., Cincinnati, OH 45243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-05 |
| OH | RA | APPROVED | 2020-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horan Securities, Inc. | Cincinnati | OH | 06/2007 | 01/2017 |
| Commonwealth Financial Network | Waltham | MA | 01/2017 | 09/2020 |
| Mccarley & Cook Financial Planners | Cincinnati | OH | 08/2017 | Present |
start date: 07/2025 - Member of the Board of Directors of By-The-Hand Foundation (family foundation) / 20545 Center Ridge Road, Rocky River, OH 44116 / serves as a voting member for decisions about charitable giving disbursements and spends 5% of time on this activity. Receives small compensation for attending board meeting ; approximately 4-8 meeting per year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-26 |
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