Daniel Roland Blair

Current Employers

Employment History

• 02/2018 → 06/2021
  Resources Investment Advisors
  Overland Park, KS
• 01/2014 → 05/2024
  Summit Wealth Strategies, Llc
  Denver, CO
• 07/2021 → 10/2024
  Impact Partnership Wealth, Llc
  Marietta, GA
• 01/2009 → Present
  Blair Financial, Inc Dba Horizon Wealth
  Denver, CO
• 10/2024 → Present
  Horizon Wealth Investment Solutions Llc
  Denver, CO
• 04/2026 → Present
  Emerson Equity Llc
  San Mateo, CA

Previous Registrations

• 2021-07-02 → 2025-02-20
  Impact Partnership Wealth, Llc
  Denver, CO
  Minnetonka, MN
  St Louis, MO
  Denver, CO
  Marietta, GA
  Denver, CO
• 2018-02-08 → 2021-06-30
  Onedigital
  Denver, CO
  Overland Park, KS
• 2017-10-13 → 2018-04-12
  Integrum Wealth Management
  Phoenix, AZ
• 2016-06-14 → 2017-09-15
  Redhawk Wealth Advisors, Inc.
  Denver, CO
  Denver, CO
• 2014-03-25 → 2016-07-13
  Concourse Financial Group Securities, Inc.
  Denver, CO

Other Businesses

1) HORIZON WEALTH INVESTMENT SOLUTIONS-INVESTMENT RELATED, 650 S. CHERRY ST., SUITE 825, DENVER, CO 80246, REGISTERED INVESTMENT ADVISOR, OWNER/CEO, REVIEW FINANCIAL PLANS, PRODUCE MARKETING CONTENT FOR RIA., 40 HRS PER WEEK, 23 HRS PER WEEK DURING SECURITIES TRADING HOURS., 05/2024 2) BLAIR FINANCIAL SERVICES INC.-INVESTMENT RELATED, 8 ROBINCREST LANE, LITTLETON, CO 80123, DBA THROUGH WHICH OFFICE EXPENSES ARE PAID, OWNER/FOUNDER, ESTABLISHED TO PAY OFFICE EXPENSES., 0 HOURS MONTHLY, 0 HOURS DURING SECURITIES TRADING HOURS, 01/2009 3) INSURANCE FOR FIXED LIFE AND FIXED ANNUTIES-INVESTMENT RELATED, 625 S CHERRY ST. SUITE 825, DENVER, CO 80123, FIXED LIFE INSURANCE AND FIXED ANNUITIES SALES, OWNER, USED AS PART OF FINANCIAL PLANNING, 10 HRS MONTHLY, 10 PER MONTH DURING SECURITIES TRADING HOURS, 03/2001 4) HW TAX STRATEGIES-REBRANDED NAME OF HORIZON WEALTH FOR MARKETING PURPOSES-INVESTMENT RELATED, 650 SOUTH CHERRRY ST., SUITE 825 DENVER, CO, 80246, DBA MARKETING VEHICLE THROUGH WHICH SECURITIES BUSINESS IS OFFERED THROUGH EMERSON EQUITY LLC AND ADVISORY BUSINESS IS OFFERED THROUGH HORIZON WEALTH., REGISTERED REPRESENTATIVE WITH EMERSON EQUITY LLC AND FOUNDER, CEO OF HORIZON WEALTH., OVERSEEING THE EVERYDAY ACTIVITIES OF HORIZON WEALTH., 35 HRS PER WEEK AND 35 HRS PER WEEK DURING SECURITIES TRADING HOURS, 01/2026 5) EMERSON EQUITY, LLC, INVESTMENT RELATED, REGISTERED REPRESENTATIVE AFFILIATION FOR THE PURPOSE OF EXECUTING COMMISSION BASED SECURITIES TRANSACTIONS WHEN BROKERAGE COMPENSATION IS MORE APPROPRIATE THAN FEE-BASED ADVISORY BILLING. START DATE 4/2026.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-06
• S63 Uniform Securities Agent State Law Examination
  2007-09-24

Other Names

• Daniel Rolland Blair