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8044 Montgomery Rd, Ste 640, Cincinnati, OH 45236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-10 |
| AL | RA | APPROVED | 2025-07-08 |
| CO | RA | APPROVED | 2025-07-08 |
| CT | RA | APPROVED | 2025-07-08 |
| IL | RA | APPROVED | 2025-07-08 |
| IN | RA | APPROVED | 2025-07-08 |
| KY | RA | APPROVED | 2025-07-08 |
| LA | RA | APPROVED | 2025-07-08 |
| MI | RA | APPROVED | 2025-07-08 |
| NC | RA | APPROVED | 2025-07-08 |
| PA | RA | APPROVED | 2025-07-08 |
| TX | RA | APPROVED | 2025-07-08 |
| VA | RA | APPROVED | 2025-07-08 |
| WA | RA | APPROVED | 2025-07-08 |
Branch Locations
8044 Montgomery Rd, Ste 640, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Crestview Hills | KY | 05/2016 | 08/2023 |
| Horan Securities, Inc. / Horan Wealth Management | Cincinnati | OH | 09/2023 | 07/2025 |
| M Holdings Securities, Inc. | Portland | OR | 02/2025 | Present |
| Horan Wealth, Llc | Cincinnati | OH | 07/2025 | Present |
1) St. Joseph Crescent Springs Catholic Church; 2470 Lorraine Ct.,Crescent Springs, KY, 41017; Not Investment-Related; Board Member; Finance Committee; Discuss budget and financial statements; 11/1/2022; 1 ho/mo; 0 ho/mo during trading hours. 2) Julie Learning Center; 1601 Dixie Hwy, Park Hills, KY 41011; Board Member; Treasurer; Not investment related; Works on budgeting and analyzing statement of financial position for the pre-school; 10/03/2022; 1 ho/mo; 0 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-19 |
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