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Current Employers
Horizon Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-06-01
  • IL RA
    APPROVED
    Since 2023-06-01

Branch Locations

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
Equitable Advisors, Llc New York NY 06/2020 01/2022
University Of Illinois Champaign ID 01/2018 05/2020
Morton College Cicero IL 08/2017 12/2017
Valparaiso University Valparaiso IN 07/2016 05/2017
Town Of Cicero Cicero IL 03/2017 05/2020
University Of Illinois Foundation Champaign IL 08/2018 02/2019
Axa Advisors, Llc Oak Brook IL 05/2019 08/2019
Lincoln Investment Fort Washington PA 01/2022 04/2023
Capital Analysts Fort Washington PA 01/2022 04/2023
Lpl Financial Llc La Grange IL 04/2023 Present
Horizon Wealth Management, Llc La Grange IL 05/2023 Present
  • 06/2020 → 01/2022
    New York, NY
  • 01/2018 → 05/2020
    University Of Illinois
    Champaign, ID
  • 08/2017 → 12/2017
    Morton College
    Cicero, IL
  • 07/2016 → 05/2017
    Valparaiso University
    Valparaiso, IN
  • 03/2017 → 05/2020
    Town Of Cicero
    Cicero, IL
  • 08/2018 → 02/2019
    University Of Illinois Foundation
    Champaign, IL
  • 05/2019 → 08/2019
    Axa Advisors, Llc
    Oak Brook, IL
  • 01/2022 → 04/2023
    Fort Washington, PA
  • 01/2022 → 04/2023
    Fort Washington, PA
  • 04/2023 → Present
    Lpl Financial Llc
    La Grange, IL
  • 05/2023 → Present
    Horizon Wealth Management, Llc
    La Grange, IL
Previous Registrations
Other Businesses

1) 5/2023 - HORIZON WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start date 04/25/2023 - 160 hrs per month. 2) 06/22/2023 - Horizon Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 04/25/2023 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Horizon Wealth Management, an independent investment advisor firm. I started this business activity in 04/2023. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-19
  • S66 Uniform Combined State Law Examination
    2020-10-19
Designations
Other Names
  • Ronnie Thomas Reitz
  • Ronald Reitz

View on SEC IAPD

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