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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 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
50 W Big Beaver Rd Suite 600, Troy, MI 48084 • United States
757 S Main Street, Plymouth, MI 48170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horizon Wealth Management | Troy | MI | 07/2014 | 12/2023 |
| Voya Financial Advisors | Troy | MI | 12/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| All City Financial, Inc | Troy | MI | 11/2020 | Present |
1. NAME OF ENTITY:HORIZON ADVISERS; Yes; 5455 CORPORATE DR STE 210; TROY; MI; 48098; FINANCIAL SERVICES/DBA; Director of Financial Planning; 4/1/2016; 180; 180; 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 DR STE 115; TROY; MI; 48098; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 12/8/2014; 10; 10; SALE OF FIXED INSURANCE PRODUCTS, 3. NAME OF OTHER BUSINESS: ALL CITY FINANCIAL, INC.; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: S CORP; START DATE: 11/2020; POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: S CORPORATION FOR TAX PURPOSES, EXPENSE MANAGEMENT;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-23 |
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