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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 8, 2025 | n/a | yes | CINCINNATI, OH | Current employment |
| HORAN WEALTH MANAGEMENT | Former SEC adviser | Aug 27, 2020 | Aug 7, 2025 | no | CINCINNATI, OH|CINCINNATI, OH | Previous registration |
| CERITY PARTNERS OCIO LLC | Institutional manager | Jun 29, 2012 | Sep 16, 2020 | no | NEW YORK, NY|Cincinnati, OH | Previous registration |
| AMERITAS ADVISORY SERVICES | Former SEC adviser | May 15, 2012 | May 29, 2012 | no | LINCOLN, NE|Cincinnati, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HORAN WEALTH MANAGEMENT | HORAN WEALTH, LLC | Aug 7, 2025 | Jul 8, 2025 | -30 | Channel change | RIA to new firm |
| CERITY PARTNERS OCIO LLC | HORAN WEALTH MANAGEMENT | Sep 16, 2020 | Aug 27, 2020 | -20 | Firm change | RIA to RIA |
| AMERITAS ADVISORY SERVICES | CERITY PARTNERS OCIO LLC | May 29, 2012 | Jun 29, 2012 | 31 | Firm change | Other |