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11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2023-12-19 |
| IN | RA | APPROVED | 2018-03-20 |
Branch Locations
11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States
Covington, IN • United States
1 disclosure category 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 | Covington | IN | 05/1986 | Present |
| Horter Investment Management | Cincinnati | OH | 03/2018 | Present |
The Name of the other business: Self Employed Investment Related?: Yes Address of other business: 406 Eagle Dr., Covington, IN 47932 Nature of other business: Insurance and Annuity sales Your position: Owner Start Date: 05/1986 How many hours you devote to the other business per month: 25 How many hours you devote to the other business during securities trading hours: 25 Briefly describe your duties: Insurance and Annuity Sales, assist clients in setting up revocable living trusts and other estate planning documents. I receive a flat fee for this service over and above any commission for any insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-16 |
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