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22 Calendar Court 2Nd Floor, La Grange, IL 60525 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-30 |
Branch Locations
1880 Century Park East Ste 1008, Los Angeles, CA 90067 • United States
22 Calendar Court 2Nd Floor, La Grange, IL 60525 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heymont & Company, Inc. (Self Employed) | Los Angeles | CA | 12/1985 | 04/2022 |
| Lpl Financial, Llc | Los Angeles | CA | 03/2002 | Present |
| Heymont & Company Inc. Wealth Manangement & Retirement Solutions | Los Angeles | CA | 01/2020 | 04/2022 |
| Horizon Wealth Management, Llc | Los Angeles | CA | 05/2022 | Present |
1. 03/02/2009 - HEYMONT & COMPANY, INC - Investment Related - Non-Variable Insurance - Time Spent 40%. 2. 03/02/2009 - No Business Location(s) - Investment Related - Non-Variable Insurance - Time Spent 50%. 3. 04/18/2022 - Heymont Capital, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 05/02/2022 - 0 Hours Per Month/ 0 Hours During Securities Trading. 4. 06/30/2022 - Horizon Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 05/20/2022 - 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through Horizon Wealth Management, an independent investment advisor firm. I started this business activity in 05/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-02 |
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