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Advisor at SEVEN HILLS CAPITAL ADVISORS
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 |
|---|---|---|---|---|---|---|
| SEVEN HILLS CAPITAL ADVISORS | Independent wealth | Mar 20, 2015 | n/a | yes | CINCINNATI, OH | Current employment |
| MAIN STREET FAMILY ADVISORS, INC. | n/a | Feb 11, 2009 | May 20, 2015 | no | SHARONVILLE, OH | Previous registration |
| HORAN WEALTH MANAGEMENT | Former SEC adviser | Jul 11, 2005 | Jan 9, 2009 | no | WEST CHESTER, OH|CINCINNATI, OH|CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MAIN STREET FAMILY ADVISORS, INC. | SEVEN HILLS CAPITAL ADVISORS | May 20, 2015 | Mar 20, 2015 | -61 | Firm change after gap | Other |
| HORAN WEALTH MANAGEMENT | MAIN STREET FAMILY ADVISORS, INC. | Jan 9, 2009 | Feb 11, 2009 | 33 | Firm change | Other |