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11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-10-06 |
| OH | RA | APPROVED | 2024-10-06 |
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 |
|---|---|---|---|---|
| Western & Southern Life | Ft Wright | KY | 07/2023 | 09/2024 |
| W&S Brokerage Services | Ft Wright | KY | 07/2023 | 09/2024 |
| Unemployed | Cincinnati | OH | 12/2022 | 07/2023 |
| Mcgreat Inc | Morehead City | NC | 06/2021 | 08/2021 |
| Full-Time Education | Cincinnati | OH | 08/2018 | 12/2022 |
| Full-Time Education | Morehead City | NC | 09/2013 | 08/2018 |
| Horter Investment Managment, Llc | Cincinnati | OH | 09/2024 | Present |
Horter Financial Services; not investment related; insurance sales; agent; start 09/17/2024; 1 hour per month; 1 hour per month during trading hours; offer life insurance or annuity products based on client financial needs and objectives.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-18 |
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