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113 South Timber Way, Broadway, VA 22815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2016-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horizon Accountants | Broadway | VA | 09/2003 | Present |
| Halieus Investment Advisors, Llc | Broadway | VA | 12/2015 | Present |
Horizon Accountants, not investment-related, 113 Timber Way, Broadway, VA 22815, Accounting, Owner, start date - 09/2003, currently average 40 hours/month, 40 hours/month during trading hours. Primary duties are to manage the tax practice and oversee staff.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-05 |
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