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7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-06-15 |
Branch Locations
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
2150 Country Club Road, Suite 230, Winston-Salem, NC 27104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horizon Financial Services, Llc | Winston Salem | NC | 01/2015 | 04/2023 |
| New Horizon Financial Services, Inc. | Winston Salem | NC | 01/2010 | 12/2017 |
| Horizon Financial Services, Llc | Winston Salem | NC | 09/2011 | 12/2017 |
| New Horizon Financial Services, Inc. | Winston Salem | NC | 07/2016 | 04/2023 |
| Horizon Financial Services, Llc | Winston Salem | NC | 06/2013 | 04/2023 |
| Fortis Capital Advisors, Llc | Prairie Village | KS | 06/2023 | Present |
1) Sales of fixed insurance products; investment related; Winston Salem, NC; Insurance services and Products; Insurance Agent; 07/2017; 10 hours/month and 10 hours/month during trading hours; sale of insurance products and services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-20 |
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