Alexander Allison-Taylor Garrett

Current Employers

Employment History

• 10/2012 → 05/2026
  Ohio National Financial Services
  Cincinnati, OH
• 06/2013 → Present
  Horizon Wealth Management
  Troy, MI
• 09/2014 → 06/2021
  Voya Financial Advisors
  Troy, MI
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2024 → Present
  Dragonfire Holdings
  Rochester, MI

Previous Registrations

• 2019-01-15 → 2021-06-09
  Voya Financial Advisors, Inc.
  Troy, MI
  Marinette, WI
  Windsor, CT

Other Businesses

1) NAME OF ENTITY: HORIZON WEALTH MANAGEMENT; Yes; 5455 CORPORATE DR STE 210; TROY; MI; 48098; DBA/FINANCIAL SERVICES; CO-OWNER; 6/24/2013; 40; 40; INSURANCE & INVESTMENT SERVICES| 2) NAME OF ENTITY: HORIZON ADVISERS; Yes; 5455 CORPORATE DR STE 210; TROY; MI; 48098; FINANCIAL SERVICES/DBA; FINANCIAL PLANNER; 4/1/2016; 160; 160; SALE OF FIXED INSURANCE,SECURITIES,INVESTMENT PRODUCTS/GENERAL CPA PRACTICE. Horizon Adviser University (HAU) is part of the Horizon Adviser DBA, and the purpose of HAU is to educate. We keep our approved videos, podcast, blogs, ECT all here in one central place| 3) NAME OF ENTITY: Lynn Consulting, Inc.; No; 970 ROCHESTER RD; LEONARD; MI; 48367; S-COPR; Owner; 1/1/2012; 1; 0; FOR TAX PURPOSE ONLY| 4) NAME OF ENTITY: Allison-Taylor, Inc.; No; 301 WILLIAM ST; ROCHESTER; MI; 48307; Job Reference Checking; Manager; 1/1/2002; 15; 0; Manager of partnership program| 5) NAME OF ENTITY: Independent Insurance Agent; Yes; 5455 CORPORATE DR STE 210; TROY; MI; 48098; FIXED INSURANCE SALES; Independent Insurance Agent; 4/3/2013; 40; 40; SALES OF FIXED INSURANCE PRODUCTS| 6) NAME OF OTHER BUSINESS: DRAGONFIRE HOLDINGS; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 11/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: MANAGING 5 KEY EMPLOYEES, HOLDING COMPANY FOR 3 BUSINESSES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-19
• S63 Uniform Securities Agent State Law Examination
  2010-08-07

Other Names

• Alexander Garrett