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22 Calendar Court 2Nd Floor, La Grange, IL 60525 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2014-04-15 |
Branch Locations
22 Calendar Court 2Nd Floor, La Grange, IL 60525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lagrange | IL | 03/2005 | Present |
| Horizon Wealth Management, Llc | La Grange | IL | 04/2014 | Present |
1. 7/26/2005 - DBA ONLY - WILLIAMSON WEALTH MANAGEMENT 2. 3/20/2008 - REAL ESTATE RENTAL - CALENDAR REALTY, LLC - WE ARE PURCHASING AN OFFICE CONDO. THREE OF US (ALL LPL ADVISORS) AND AN ESTATE PLANNING ATTORNEY ARE BUYING IT. WE WILL HAVE ANOTHER LPL ADVISOR IN THE OFFICE PAYING US RENT. - TIME SPENT 10% 3. 1/30/2009 - DBA ONLY - HORIZON WEALTH MANAGEMENT 4. 04/24/2014 - HORIZON WEALTH MANAGEMENT - REGISTERED INVESTMENT ADVISOR - HORIZON WEALTH MANAGEMENT - WE WILL BE PROVIDING FINANCIAL PLANS FOR HOURLY FEES, VERY SIMILARLY TO THE CURRENT STRUCTURE THROUGH LPL - TIME SPENT 60% - LAGRANGE, IL 5. 05/14/2014 - WILLIAMSON WEALTH MANAGEMENT - NON-VARIABLE INSURANCE - I WILL BE USING OUTSIDE VENDORS SUCH AS CRUMP. - TIME SPENT 5% - LAGRANGE, IL 6. 08/18/2015 - RRP HOLDINGS, LLC - REAL ESTATE RENTAL - NOT INV REL - AT REPORTED BUSINESS LOCATION(S) - 22 CALENDAR COURT, SUITE D, LAGRANGE, IL 60525 - START 01/01/2015 - 1 HR/ MO MPT DURING SECS TRDG HRS. 7. 6/12/2018 - No Business Name - Not Investment Related - Outside/W-2 Employment - Start Date:01/01/2018 - 10 Hour(s) Per Month/0 Hour(s) During Trading - play guitar in a band. 8. 10/9/2019 - "Drafting Your Financial Quarterback" - Investment Related - At Reported Business Location(s) - Other-Author - Started 09/24/2019 - 1 Hour Per Month/0 Hours During Securities Trading - Wrote a book in 2018 and sell it on amazon and at public speaking events. 9. 6/1/2024 - 429 Sierra - not Investment Related - Rental Property - Owner - 429 S. Sierra Ave, 238, Solana Beach, CA. 92075 - approx. 1 hour per month/0 hours during securities trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-31 |
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