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Advisor at HORAN WEALTH, LLC
CINCINNATI, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| HORAN WEALTH, LLC | Independent wealth | Jul 9, 2025 | n/a | yes | CINCINNATI, OH | Current employment |
| HORAN WEALTH MANAGEMENT | Former SEC adviser | Oct 15, 2019 | Jul 7, 2025 | no | CINCINNATI, OH|CINCINNATI, OH | Previous registration |
| FIFTH THIRD SECURITIES, INC. | Bd affiliated wealth | Oct 29, 2007 | Apr 7, 2017 | no | CINCINNATI, OH|CINCINNATI, OH | Previous registration |
| ESI FINANCIAL ADVISORS | Independent wealth | Apr 20, 2000 | Feb 28, 2005 | no | CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HORAN WEALTH MANAGEMENT | HORAN WEALTH, LLC | Jul 7, 2025 | Jul 9, 2025 | 2 | Channel change | RIA to new firm |
| FIFTH THIRD SECURITIES, INC. | HORAN WEALTH MANAGEMENT | Apr 7, 2017 | Oct 15, 2019 | 921 | Firm change after gap | Other |
| ESI FINANCIAL ADVISORS | FIFTH THIRD SECURITIES, INC. | Feb 28, 2005 | Oct 29, 2007 | 973 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 40794:333974:OH:2025-07-07 | Jul 7, 2025 | Jul 9, 2025 | CINCINNATI, OH | Firm change |