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Logan Taylor Smith

Horizon Wealth

Denver, CO

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Current Employers
Horizon Wealth

650 S. Cherry St. Ste 825, Denver, CO 80246 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-19
CO RA APPROVED 2025-01-07
  • TX RA
    APPROVED
    Since 2025-11-19
  • CO RA
    APPROVED
    Since 2025-01-07

Branch Locations

650 S. Cherry St. Ste 825, Denver, CO 80246 • 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
Charles Schwab Lone Tree CO 06/2013 01/2017
Wells Fargo Clearing Services, Llc Denver CO 06/2017 04/2021
Unemployed Centennial CO 01/2017 06/2017
Raymond James Financial Services, Inc. Greenwood Village CO 04/2021 07/2024
Raymond James Financial Services Advisors, Inc. Greenwood Village CO 04/2021 07/2024
Crux Wealth Advisors Greenwood Village CO 04/2021 07/2024
Root Financial Partners Solana Beach CA 07/2024 10/2024
Horizon Wealth Investment Solutions, Llc Denver CO 12/2024 Present
Emerson Equity Llc San Mateo CA 09/2025 Present
  • 06/2013 → 01/2017
    Charles Schwab
    Lone Tree, CO
  • 06/2017 → 04/2021
    Denver, CO
  • 01/2017 → 06/2017
    Unemployed
    Centennial, CO
  • 04/2021 → 07/2024
    Raymond James Financial Services, Inc.
    Greenwood Village, CO
  • 04/2021 → 07/2024
    Greenwood Village, CO
  • 04/2021 → 07/2024
    Crux Wealth Advisors
    Greenwood Village, CO
  • 07/2024 → 10/2024
    Solana Beach, CA
  • 12/2024 → Present
    Horizon Wealth Investment Solutions, Llc
    Denver, CO
  • 09/2025 → Present
    Emerson Equity Llc
    San Mateo, CA
Previous Registrations
Other Businesses

1). HORIZON WEALTH-INVESTMENT RELATED, 650 SOUTH CHERRY STREET, SUITE 825, DENVER, CO 80246, SEC REGISTERED INVESTMENT ADVISER, WEALTH ADVISOR, EMPLOYEE OF HORIZON WEALTH, PROVIDE INVESTMENT ADVICE TO INVESTMENT CLIENTS UNDER A FEE BASED STRUCTURE., 40 HRS A MONTH, 32.5 HRS WEEKLY DURING SECURITIES TRADING HOURS, 02/2025 2. Emerson Equity- Investment Related. Registered representative affiliation for the purpose of executing commission-based securities transactions when brokerage compensation is more appropriate than fee-based advisory billing. Start Date: 9/1/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-17
S63 Uniform Securities Agent State Law Examination 2013-09-27
  • S66 Uniform Combined State Law Examination
    2014-12-17
  • S63 Uniform Securities Agent State Law Examination
    2013-09-27
Designations
Other Names
  • Logan T Smith

View on SEC IAPD

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