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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-06-29 |
Branch Locations
50 W Big Beaver Rd Suite 600, Troy, MI 48084 • United States
Commerce Township, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baron Wealth Management, Llc | Troy | MI | 03/2016 | 07/2017 |
| Baron Wealth Management, Llc | Troy | MI | 01/2017 | 07/2017 |
| Voya Financial Advisors | Marinette | MI | 07/2017 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Oakland University | Rochester | MI | 03/2022 | 11/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF ENTITY:HORIZON ADVISERS; Yes; 5455 CORPORATE DR STE 210; TROY; MI; 48098; FINANCIAL SERVICES/DBA; Financial Planner; 8/7/2017; 200; 160; SALE OF FIXED INSURANCE,SECURITIES,INVESTMENT PRODUCTS/GENERAL CPA PRACTICE. Horizon Adviser University (HAU) is part of the Horizon Adviser DBA, and the purpose of HAU is to educate. We keep our approved videos, podcast, blogs, etc. all here in one central place; 2. NAME OF ENTITY: Independent Insurance Agent; Yes; 5455 Corporate Drive Suite 210; Troy; MI; 48098; Fixed Insurance Sales; Independent Insurance Agent; 11/5/2020; 80; 60; Sales of Fixed Insurance Products; 3. NAME OF OTHER BUSINESS: MESSINA FINANCIAL GROUP LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 03/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: DBA FOR EXPENSE MANAGEMENT, ACCOUNTING AND PAYROLL FOR BUSINESS ACTIVITY;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-08-19 |
| S65 | Uniform Investment Adviser Law Examination | 2017-01-06 |
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