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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-06 |
| CT | RA | APPROVED | 2024-06-05 |
Branch Locations
Wethersfield, CT • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horizon Financial Advisors | Wethersfield | CT | 09/2000 | Present |
| Lincoln Financial Securities Corporation | Wethersfield | CT | 07/2008 | 05/2024 |
| Lpl Financial Llc | Weathersfield | CT | 05/2024 | Present |
1) 04/25/2024 - Horizon Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 04/25/2024 - Horizon Financial Advisors - Non-Variable Insurance - Selling: Fixed Annuities - Ans Lincoln National, Midland National, Pacific Life, Columbus Life - CT 06109 - Investment related - 120 Hours per month - Start date: 05/01/2005.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-07 |
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