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11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-01-25 |
| KY | RA | APPROVED | 2024-01-09 |
Branch Locations
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 |
|---|---|---|---|---|
| Horter Investment Management, Llc | Cincinnati | OH | 05/2021 | Present |
| Student | Cincinnati | OH | 01/2011 | 05/2021 |
| Tactical Fund Advisors, Llc | Cincinnati | OH | 07/2021 | Present |
| Horter Financial Strategies, Llc | Cincinnati | OH | 06/2022 | Present |
Name of other business: Horter Financial Strategies; Investment Related - Yes; Address of other business: Cincinnati, OH; Nature of other business: Insurance and annuity sales; Position: Licensed Only Agent; Title: Agent; Start Date: 06/2022; Hours/month devoted to other business: 40; Hours/month devoted to other business during securities trading hours: 40; Briefly describe your duties: The recommendation, sale and servicing of insurance products and fixed annuities Name of other business: Tactical Fund Advisors, LLC; Investment Related - Yes; Address of other business: Cincinnati, OH; Nature of other business: Open End Mutual Fund Company; Position: Fund Analyst; Title: Analyst; Start Date: 07/2021; Hours/month devoted to other business: 16; Hours/month devoted to other business during securities trading hours: 16; Briefly describe your duties: Maintain working relationship with Morningstar, provide research through Morningstar direct software, organize fund data, compile performance data quarterly
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-05 |
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