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22 Calendar Court 2Nd Floor, La Grange, IL 60525 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-10-10 |
| 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. 04/08/2005 - OTHER-BUSINESS ENTITY FOR ACCOUNTING PURPOSES, TRIDENT WEALTH MANAGRMENT. 2. 3/5/2008 - OTHER-REAL ESTATE PARTNERSHIP - CALANDER REALTY GROUP - BUYING A OFFICE CONDO WITH MY EXISTING LPL PARTNERS AND AN ATTORNEY. OR LPL BRANCH OFFICE WILL BE HOUSED IN THIS SPACE AS WELL AS THE ATTORNIES OFFICE. THERE WILL BE NO FURTHER AFFLICATION WITH SUCH ATTORNEY, OR ANY SHARING OF REVENUE. - TIME SPENT 1% 3. 1/30/2009 - HORIZON WEALTH MANAGEMENT - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 4. 04/16/2014 - HORIZON WEALTH MANAGMENT - REGISTERED INVESTMENT ADVISOR - WE DO. WE ARE IN THE HYBRID RIA PLATFORM FOR LPL. - TIME SPENT 70% - LAGRANGE, IL 5. 08/12/2015 - RRP HOLDINGS, LLC - REAL ESTATE RENTAL - NOT INV REL - START 01/01/2014 - 10 HRS/MO DURING SECS TRDG HRS. 6. 6/8/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary Public - Started 11/20/2016 - 1 Hour Per Month/0 Hours During Securities Trading. 7. 1/30/2019 - Green Mountains LLC - Investment Related - Home Based & Peninsula Papagayo, 05000, Costa Rica - Real Estate Rental - Started 01/11/2019 - 0 Hours Per Month. 8. 05/31/2022 - Horizon Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/04/2022 - 160 Hours Per Month/0 Hours During Securities Trading. 9. 08/29/2022 - Horizon Wealth West, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/06/2022 - 20 Hours Per Month/20 Hours During Securities Trading. 10. 01/12/2023 - Horizon Private Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/20/2022 - 160 Hours Per Month/0 Hours During Securities Trading. 11. 2/24/2023 - Horizon Wealth Management - DBA: Horizon Private Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 01/01/2023 - 160 Hours Per Month/0 Hours During Securities Trading 12. 09/27/2023 - 22 Calendar Court, LLC - Real Estate Rental - Investment Related - LaGrange, IL - Start Date 07/12/2023 - 2 Hours Per Month/ 0 Hours During Trading 13. 10/06/2023 - HORIZON WEALTH WEST LLC - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 07/06/2023 - 5 Hours Per Month/ 1 Hour During Trading 14. 03/31/2026 - Horizon Wealth Management - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/25/2026 - 5 hours per month/ 0 hours during trading 15. 03/31/2026 - Barre Street LLC - Real Estate Rental - Investment Related - La Grange, IL - Start Date 04/25/2027 - 0 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-07 |
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