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8044 Montgomery Rd, Ste 640, Cincinnati, OH 45236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-11-04 |
| FL | RA | APPROVED | 2025-10-15 |
| OH | RA | APPROVED | 2025-07-10 |
| NJ | RA | APPROVED | 2025-07-09 |
| CA | RA | APPROVED | 2025-07-08 |
| IL | RA | APPROVED | 2025-07-08 |
| IN | RA | APPROVED | 2025-07-08 |
| KY | RA | APPROVED | 2025-07-08 |
| NC | RA | APPROVED | 2025-07-08 |
| PA | RA | APPROVED | 2025-07-08 |
| TX | RA | APPROVED | 2025-07-08 |
| VA | RA | APPROVED | 2025-07-08 |
Branch Locations
8044 Montgomery Rd, Ste 640, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horan Securities, Inc. | Cincinnati | OH | 01/2018 | 07/2025 |
| Fifth Third Bank | Cincinnati | OH | 05/2013 | 12/2017 |
| M Holdings Securities, Inc. | Portland | OR | 02/2025 | Present |
| Horan Wealth, Llc | Cincinnati | OH | 07/2025 | Present |
1)HORAN Wealth, LLC; 8044 Montgomery Road Suite 640, Cincinnati, OH 45236; Registered Investment Adviser; Investment Related; VP, Wealth Advisor; Sales and soliciting business; 7/8/2025; 160 ho/mo; 160 ho/mo during trading hours. 2)HORAN Wealth, LLC; 8044 Montgomery Road, Suite 640, Cincinnati, OH 45236; M Financial Group - Member Firm Employee; Investment related; VP, Wealth Advisor; Sales and soliciting business; 03/01/2025; 10 ho/mo; 10 ho/mo during trading hours. 3)The Dragonfly Foundation; 506 Oak St, Cincinnati OH 45219; NonProfit Organization; Not Investment related; Board Member; Serving as trusted community relations person; 7/1/2023; 5 ho/mo; 5 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-02-16 |
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