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Nathan Jerome Lorenz

Foster & Motley Inc

Cincinnati, OH

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Current Employers
Foster & Motley Inc

7755 Montgomery Road Suite 100, Cincinnati, OH 45236 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-10-23
  • OH RA
    APPROVED
    Since 2025-10-23

Branch Locations

7755 Montgomery Road Suite 100, Cincinnati, OH 45236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Miami Whitewater Golf Course Harrison OH 03/2015 09/2017
Sharp's Valet Cincinnati OH 06/2017 09/2019
Design Within Reach Batavia OH 05/2019 08/2019
Anthem Insurance Cincinnati OH 08/2019 01/2020
Foster & Motley, Inc. Cincinnati OH 01/2020 06/2021
University Of Cincinnati Cincinnati OH 07/2021 12/2021
Foster & Motley, Inc. Cincinnati OH 01/2022 Present
Colerain High School Cincinnati OH 08/2013 05/2017
  • 03/2015 → 09/2017
    Miami Whitewater Golf Course
    Harrison, OH
  • 06/2017 → 09/2019
    Sharp's Valet
    Cincinnati, OH
  • 05/2019 → 08/2019
    Design Within Reach
    Batavia, OH
  • 08/2019 → 01/2020
    Anthem Insurance
    Cincinnati, OH
  • 01/2020 → 06/2021
    Foster & Motley, Inc.
    Cincinnati, OH
  • 07/2021 → 12/2021
    University Of Cincinnati
    Cincinnati, OH
  • 01/2022 → Present
    Foster & Motley, Inc.
    Cincinnati, OH
  • 08/2013 → 05/2017
    Colerain High School
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-02
  • S65 Uniform Investment Adviser Law Examination
    2025-04-02

View on SEC IAPD

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JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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