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13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-03 |
Branch Locations
Westlake Village, CA • United States
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Westlake Village | CA | 10/2009 | Present |
| Horter Investment Management | Cincinnati | OH | 04/2016 | 04/2021 |
| Peace Of Mind Planning, Llc | Westlake Village | CA | 06/2021 | 01/2022 |
| Peace Of Mind Private Wealth Management, Llc | Brighton | MI | 01/2022 | Present |
The Name of the other business: self-employed Investment Related?: yes Address of other business:1057 Elfstone Ct., Westlake Village Nature of other business: to sell insurance and annuities Your position: Insurance Agent Start Date:10/2009 How many hours you devote to the other business per month:80 How many hours you devote to the other business during securities trading hours:8 Briefly describe your duties:I sell insurance and annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-07 |
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