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11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-04-11 |
Branch Locations
11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States
372 S. Independence Blvd Suite 107, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group | Virginia Beach | VA | 08/2003 | 04/2017 |
| Horter Investment Management | Cincinnati | OH | 04/2017 | Present |
| Perlin Rossen & Associates Dba Perlin Retirement Solutions, Llc | Virginia Beach | VA | 02/2003 | Present |
The Name of the other business: Perlin Rossen & Associates DBA Perlin Retirement Solutions, LLC Investment Related?: Yes Address of other business: 101 N. Lynnhaven Road, Suite 202, Virginia Beach VA 23452 Nature of other business: fixed business and marketing for securities Your position: Owner Start Date: 02/2003 How many hours you devote to the other business per month: 160 How many hours you devote to the other business during securities trading hours: 160 Briefly describe your duties: Provide security solutions for old and new clients, selling insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1983-02-21 |
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