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650 S. Cherry St. Ste 825, Denver, CO 80246 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-19 |
| CO | RA | APPROVED | 2025-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-27 |
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