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4450 Belden Village Ave Nw Suite 704, Canton, OH 44718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-06-25 |
Branch Locations
4450 Belden Village Ave Nw Suite 704, Canton, OH 44718 • United States
3500 North Causeway Blvd Suite 160, Metairie, LA 70002 • 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 | 09/2016 | 12/2019 |
| Self Employed | Metairie | LA | 02/2016 | Present |
| Virtue Capital Management, Llc | Brentwood | TN | 01/2020 | 07/2022 |
| Aan Wealth Advisors Llc | Canton | OH | 05/2024 | Present |
The Name of the other business: Self Employed Investment Related?: Yes Address of other business: Metairie, LA Nature of other business: Insurance Sales Your position: Sales Start Date: 02/2016 How many hours you devote to the other business per month: 30 How many hours you devote to the other business during securities trading hours: 30 Briefly describe your duties: Burial Insurance Policy Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-16 |
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