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Tanya J Mccann

Horizons Financial Planning

Midland, TX

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Current Employers
Horizons Financial Planning

3009 N Big Spring, Midland, TX 79705 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-03-29
  • TX RA
    APPROVED
    Since 2020-03-29

Branch Locations

3009 N Big Spring, Midland, TX 79705 • 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
Investment Professionals, Inc. San Antonio TX 10/2003 09/2018
Ameriprise Financial Services, Inc Midland TX 07/2018 01/2020
Horizons Financial Planning Llc Midlland TX 02/2020 Present
  • 10/2003 → 09/2018
    Investment Professionals, Inc.
    San Antonio, TX
  • 07/2018 → 01/2020
    Ameriprise Financial Services, Inc
    Midland, TX
  • 02/2020 → Present
    Horizons Financial Planning Llc
    Midlland, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-06-27
S63 Uniform Securities Agent State Law Examination 1982-02-01
  • S65 Uniform Investment Adviser Law Examination
    1996-06-27
  • S63 Uniform Securities Agent State Law Examination
    1982-02-01
Other Names
  • Tanya Jo Boatright
  • Tanya Jo Boatright Mccann

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BEYOND BALANCED FINANCIAL PLANNING, LLC

Other Investors

CHARLES ROSS GAINES
MICKEY RAY CARGILE
KEITH WAYNE PARKER
CHRISTOPHER LOUIS TEREBESSY
Braden Seth Schaffner
JESUS HIROHITO YAMAGUCHI ESQUIVEL
MARCEL CAMPOS
STEFAN PEREIRA FARIA

Other Offices

CARGILE INVESTMENT MANAGEMENT · MIDLAND, TX
TRINCHERA INVESTMENTS, LLC · MIDLAND, TX
ASHTON THOMAS PRIVATE WEALTH · MIDLAND, TX
EAGLE STRATEGIES LLC · MIDLAND, TX
J.P. MORGAN SECURITIES LLC · MIDLAND, TX
WELLS FARGO CLEARING SERVICES, LLC · MIDLAND, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MIDLAND, TX
BEYOND BALANCED FINANCIAL PLANNING, LLC · MIDLAND, TX

More in Midland, TX

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