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N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-28 |
Branch Locations
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • 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 | 10/2012 | 03/2022 |
| Horter Financial Strategies | Cincinnati | OH | 10/2012 | 03/2022 |
| Tactical Income Architects, Llc | Loveland | OH | 11/2019 | Present |
| Global View Capital Management, Llc | Waukesha | WI | 03/2024 | Present |
[1] TACTICAL INCOME ARCHITECTS, LLC; YES-INVESTMENT RELATED; ADDRESS: 6643 PAXTON GUINEA ROAD, LOVELAND, OH 45140; NATURE: FINANCIAL SERVICES-MARKETING; POSITION: MEMBER; STARTED: 11.08.2019; APPROX. 2 HRS/MO OUTSIDE TRADING HOURS; APPROX. ZERO HRS/MO DURING TRADING HOURS; RESPONSIBILITIES: MARKETING, PROSPECTING AND LEAD GENERATION. [2] CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER; NOT INVESTMENT RELATED: ADDRESS; 3333 BURNET AVENUE, CINCINNAIT, OH 45229; NATURE: MEDICAL-HOSPITAL; POSITION: VOLUNTEER; APPROX. 2 HRS/MO OUTSIDE TRADING HOURS; APPROX. ZERO HRS/MO DURING TRADING HOURS; RESPONSIBILITIES: VOLUNTEER WHERE NEEDED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-07-20 |
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