DFX Intelligence
Data Factory
Reading the graph
Reading the graph
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 | Nov 11, 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 8, 2025 | 1 | Channel change | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 40794:333974:OH:2025-07-07 | Jul 7, 2025 | Jul 8, 2025 | CINCINNATI, OH | Firm change |