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11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-21 |
Branch Locations
11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States
445 Hutchinson Ave Suite 185, Columbus, OH 43235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Columbus | OH | 06/2013 | 08/2018 |
| Ameriprise Financial Services Inc | Columbus | OH | 08/2018 | 01/2020 |
| Jp Morgan Securities, Llc | Westerville | OH | 01/2020 | 09/2022 |
| Jp Morgan Chase Bank, N.A. | Westerville | OH | 01/2020 | 09/2022 |
| The Pension Group | Dublin | OH | 10/2024 | 07/2026 |
| Symmetry Financial Group | Westerville | OH | 09/2022 | 10/2024 |
| Horter Investment Management, Llc | Cincinnati | OH | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-17 |
| S66 | Uniform Combined State Law Examination | 2020-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-24 |
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