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11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-13 |
| OH | RA | APPROVED | 2024-08-06 |
Branch Locations
5701 N High St., Worthington, OH 43085 • United States
11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kemper Health | Worthington | OH | 09/2022 | Present |
| Medline Industries | West Jefferson | OH | 07/2022 | 02/2023 |
| Transamerica Agency Network | Columbus | OH | 03/2022 | 09/2022 |
| Tucker Asset Management Llc | Littleton | CO | 03/2023 | 08/2024 |
| Target | West Jefferson | OH | 09/2021 | 02/2022 |
| Unemployed | New York | NY | 06/2021 | 08/2021 |
| Liberty Restoration Llc | Powell | OH | 03/2021 | 05/2021 |
| Marathon Petroleum Corp. | Findlay | OH | 02/2019 | 02/2021 |
| Marathon Petroleum Corp. | Tioga | ND | 09/2014 | 01/2019 |
| Horter Investment Managment, Llc | Cincinnati | OH | 08/2024 | Present |
1.) Kemper Healthcare; Non Investment-related; Worthington, OH; Health Insurance; Sales Agent (Self-employed); Approximately 60-80 hours per month devoted to this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-22 |
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