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8044 Montgomery Rd, Ste 640, Cincinnati, OH 45236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-05 |
| KY | RA | APPROVED | 2026-01-05 |
| OH | RA | APPROVED | 2026-01-05 |
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 | 10/2022 | 02/2025 |
| Jeff Ruby Culinary Entertainment | Cincinnati | OH | 08/2021 | 04/2024 |
| Doordash | Cincinnati | OH | 12/2019 | 08/2021 |
| Chipotle | Cincinnati | OH | 05/2020 | 08/2020 |
| St. Xavier High School | Cincinnati | OH | 09/2016 | 05/2020 |
| St. Michael Archangel | Cincinnati | OH | 09/2008 | 09/2016 |
| M Holdings Securities, Inc. | Portland | OR | 03/2025 | Present |
| Horan Wealth, Llc | Cincinnati | OH | 03/2025 | Present |
1) Linden Grove School; 4122 Myrtle Ave. Cincinnati, OH 45236; Not Investment related; Board Member; Participates in shaping strategic goals; 6/1/2025; 3 ho/mo; 0 ho/mo during trading hours. 2) Rental Property; Ohio; Investment related; Landlord/Leasor; room rentals; 4/1/2026; 5 ho/mo; 0 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-28 |
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