DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FOSTER & MOTLEY INC
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 |
|---|---|---|---|---|---|---|
| FOSTER & MOTLEY INC | Independent wealth | Oct 23, 2024 | n/a | yes | CINCINNATI, OH | Current employment |
| HORAN WEALTH MANAGEMENT | Former SEC adviser | Oct 10, 2019 | Jan 3, 2024 | no | CINCINNATI, OH|CINCINNATI, OH | Previous registration |
| FIFTH THIRD SECURITIES, INC. | Bd affiliated wealth | Aug 23, 2013 | Aug 3, 2015 | no | CINCINNATI, OH|FAIRFIELD, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HORAN WEALTH MANAGEMENT | FOSTER & MOTLEY INC | Jan 3, 2024 | Oct 23, 2024 | 294 | Firm change | RIA to RIA |
| FIFTH THIRD SECURITIES, INC. | HORAN WEALTH MANAGEMENT | Aug 3, 2015 | Oct 10, 2019 | 1,529 | Firm change after gap | Other |