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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 |
|---|---|---|---|---|
| Nylife Securities Llc | Dublin | OH | 12/2017 | 07/2019 |
| New York Life Insurance Co. | Dublin | OH | 10/2017 | 07/2019 |
| Carfagnas Kitchen | Columbus | OH | 03/2015 | 07/2019 |
| The Ohio State University | Columbus | OH | 08/2013 | 12/2016 |
| Commonwealth Financial Network | Waltham | MA | 07/2019 | 10/2021 |
| Investment Partners Ltd | New Philadelphia | OH | 07/2019 | 10/2021 |
| Morgan Stanley | Columbus | OH | 02/2022 | 08/2026 |
| Unemployed | Westerville | OH | 11/2021 | 01/2022 |
| Horter Investment Management, Llc | Cincinnati | OH | 08/2026 | Present |
1) Assistant Football Coach, not investment related. 2) McCord Middle School, 1500 Hard Rd, Columbus, OH 3) Start date: 07/2023 4) Approx. # of hours devoted per month: 10 5) Approx. # of hours devoted during securities exchange hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-23 |
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