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Advisor at MCCARLEY & COOK FINANCIAL PLANNERS
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 |
|---|---|---|---|---|---|---|
| MCCARLEY & COOK FINANCIAL PLANNERS | Independent wealth | Nov 20, 2023 | n/a | yes | CINCINNATI, OH | Current employment |
| HORAN CAPITAL ADVISORS, LLC | Former SEC adviser | Mar 6, 2019 | Nov 10, 2023 | no | CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HORAN CAPITAL ADVISORS, LLC | MCCARLEY & COOK FINANCIAL PLANNERS | Nov 10, 2023 | Nov 20, 2023 | 10 | Firm change | RIA to RIA |