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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-01 |
Branch Locations
9612 Taylorsville Road, Louisville, KY 40299 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 10/2017 | 05/2020 |
| Alliance Retirement Solutions | Louisville | KY | 08/2006 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 05/2020 | Present |
Alliance Retirement Solutions, LLC The Name of the other business: Alliance Retirement Solutions Investment Related?: Yes Address of other business: 9612 Taylorsville Rd., Louisville, KY 40299 Nature of other business: Investment Advisory Firm Your position: Owner Start Date: 08-01-2006 How many hours you devote to the other business per month: 20 How many hours you devote to the other business during securities trading hours: 20 Briefly describe your duties: Ownership and Management over brokerage and servicing of Medicare Supplement and Medicare RX plans. Insurance and annuity sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-14 |
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