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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 7, 2025 | n/a | yes | CINCINNATI, OH | Current employment |
| HORAN WEALTH MANAGEMENT | Former SEC adviser | Jan 10, 2013 | Jul 7, 2025 | no | CINCINNATI, OH|Fort Mitchell, KY|CINCINNATI, OH | Previous registration |
| ORION PORTFOLIO SOLUTIONS, LLC | Former SEC adviser | Dec 14, 2004 | May 17, 2005 | no | EDGEWOOD, KY | Previous registration |
| ORION PORTFOLIO SOLUTIONS, LLC | Former SEC adviser | May 23, 2003 | Dec 31, 2003 | no | EDGEWOOD, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HORAN WEALTH MANAGEMENT | HORAN WEALTH, LLC | Jul 7, 2025 | Jul 7, 2025 | 0 | Channel change | RIA to new firm |
| ORION PORTFOLIO SOLUTIONS, LLC | HORAN WEALTH MANAGEMENT | May 17, 2005 | Jan 10, 2013 | 2,795 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 40794:333974:OH:2025-07-07 | Jul 7, 2025 | Jul 7, 2025 | CINCINNATI, OH | Firm change |