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Current Employers
Horizon Wealth Management

22 Calendar Court 2Nd Floor, La Grange, IL 60525 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-24
  • CA RA
    APPROVED
    Since 2026-06-24

Branch Locations

1880 Century Park East Ste 1008, Los Angeles, CA 90067 • United States

22 Calendar Court 2Nd Floor, La Grange, IL 60525 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Los Angeles CA 08/2008 Present
Horizon Wealth Management, Llc Los Angeles CA 05/2022 Present
The Heymont Group Los Angeles CA 01/2020 05/2022
Heymont & Company, Inc. Los Angeles CA 02/2010 12/2019
  • 08/2008 → Present
    Lpl Financial Llc
    Los Angeles, CA
  • 05/2022 → Present
    Horizon Wealth Management, Llc
    Los Angeles, CA
  • 01/2020 → 05/2022
    The Heymont Group
    Los Angeles, CA
  • 02/2010 → 12/2019
    Heymont & Company, Inc.
    Los Angeles, CA
Other Businesses

1. 05/04/2022 - BABS MICHAEL, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 05/13/2022 - 0 Hours Per Month/ 0 Hours During Securities Trading. 2. 06/30/2022 - Horizon Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 05/20/2022 - 160 Hours Per Month/ 80 Hours During Securities Trading - I provide investment advisory services through Horizon Wealth Management, an independent investment advisor firm. I started this business activity in 05/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-12-18
  • S63 Uniform Securities Agent State Law Examination
    2008-12-18
Designations

View on SEC IAPD

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