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Lakewood Ranch, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-08-11 |
| FL | RA | APPROVED | 2008-10-17 |
Branch Locations
Lakewood Ranch, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horizon Wealth Advisors Llc | Bradenton | FL | 08/2008 | Present |
INDEPENDENTLY LICENSED AS AN INSURANCE AGENT TO SELL INSURANCE PRODUCTS THROUGH A VARIETY OF INSURANCE COMPANIES. APPROXIMATELY 15 HOURS PER MONTH WILL BE SPENT ON INSURANCE RELATED SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-31 |
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