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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 11, 2025 | n/a | yes | CINCINNATI, OH | Current employment |
| HORAN WEALTH MANAGEMENT | Former SEC adviser | Aug 30, 2024 | Jul 7, 2025 | no | CINCINNATI, OH|CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HORAN WEALTH MANAGEMENT | HORAN WEALTH, LLC | Jul 7, 2025 | Jul 11, 2025 | 4 | Channel change | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 40794:333974:OH:2025-07-07 | Jul 7, 2025 | Jul 11, 2025 | CINCINNATI, OH | Firm change |