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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-12-02 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
6731 Whittier Ave Suite 201, Mclean, VA 22101 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, L.P. | San Diego | CA | 02/2021 | 08/2021 |
| Royal Caribbean Intl | Orlando | FL | 01/2020 | 03/2020 |
| Abich Financial Wealth Management, Llc | Ashburn | VA | 07/2023 | 02/2024 |
| Sentinel Asset Management, Llc | Fulton | MD | 06/2024 | 01/2025 |
| Legacy Wealth Management, Inc. | Manassas | VA | 06/2025 | 10/2025 |
| Cuso Financial Services, L.P. | San Diego | CA | 02/2021 | 07/2023 |
| Wells Fargo Clearing Services, Llc | Covington | GA | 04/2012 | 01/2020 |
| Cadaret, Grant & Co., Inc. | Syracuse | NY | 04/2021 | 08/2021 |
| Sorrento Pacific Financial, Llc | San Diego | CA | 02/2021 | 08/2021 |
| Birds Horton, Sole Proprietor | Manassas | VA | 07/2024 | 06/2025 |
| Legacy Associates Inc. | Manassas | VA | 05/2025 | 10/2025 |
| Linger Longer Entertainment | Manassas | VA | 06/2015 | Present |
| Foundations Investment Advisors Llc | Phoenix | AZ | 11/2025 | Present |
(1) Horton Wealth Partners.; Investment Related; 6731 Whittier Ave, Suite 201, Mclean, VA 22101;Insurance Services; Insurance Agent; 05/2025; 10/ HRS MO; 10/ HRS MO (2) Linger Longer Entertainment.com; Not Investment; 6900 Fleetwood Rd, Unit 209, McLean, VA 22102; Wedding DJ and Officiant; Owner; Started: 08/2015; 8/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-10 |
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