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1001 S Harrison Street, Amarillo, TX 79101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carson Wealth | Amarillo | TX | 12/2018 | 11/2020 |
| Cwm, Llc | Omaha | NE | 11/2020 | 12/2021 |
| Greg Lair, Inc. | Canyon | TX | 12/2016 | 11/2018 |
| Unemployed | Canyon | TX | 08/2016 | 12/2016 |
| Morgan Stanley | Amarillo | TX | 12/2021 | 04/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2022 | 04/2025 |
| Blue Horizon Investments Llc | Amarillo | TX | 09/2025 | Present |
| Not Employed | Amarillo | TX | 05/2025 | 08/2025 |
| Blue Horizon Insurance, Llc | Amarillo | TX | 11/2025 | Present |
1. Licensed insurance professional - Blue Horizon Insurance, LLC; Same Address; Approx 10% of time. 2. Owner, 305 Enterprises, LLC; non-advisory publishing business; virtual/home business; Less than 1% of his business time.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-02-03 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-28 |
| S66 | Uniform Combined State Law Examination | 2008-12-05 |
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