Geffrey Horace Lewis

Employer firm

Horter Investment Management, LLC CRD 119880

$314M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Periodicals / newsletters
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Horter Investment Management, Llc

11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-09-12

FL RA
APPROVED

Since 2022-09-12

Branch Locations

Atlantic Beach, FL • United States

11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States

Disclosures

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.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Geff Lewis	Atlantic Beach	FL	11/2013	Present
Horter Investment Management Llc	Cincinnati	OH	08/2022	Present
Aii Variety Storage	Jacksonville	FL	06/2014	10/2016

11/2013 → Present

Geff Lewis

Atlantic Beach, FL
08/2022 → Present

Horter Investment Management Llc

Cincinnati, OH
06/2014 → 10/2016

Aii Variety Storage

Jacksonville, FL

Other Businesses

The name of the other business: Geff Lewis Investment Related? Yes Address of other business: 2610 State Rd A1A, Atlantic Beach, FL 32233 Nature of other business: Insurance Your Position: Owner Start Date: 11/01/2013 How many hours you devote to the other business per month: 140 How many hours you devote to the other business during securities trading hours: 120 Briefly describe your duties: Retirement income planning

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-04-20

S65 Uniform Investment Adviser Law Examination

2021-04-20

View on SEC IAPD