Carl Vincent Erickson

Employer firm

Horizon Wealth Group, LLC CRD 318936

$19.2M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2018 → 12/2019
  Csr & Associates
  Winter Park, FL
• 11/2011 → 12/2021
  West Coast Officials Assn
  Tampa, FL
• 01/2019 → Present
  Felsing Llc
  Winter Park, FL
• 12/2021 → Present
  Horizon Wealth Group, Llc
  Winter Park, FL

Other Businesses

SPORTS OFFICIAL. I'M AN INDEPENDENT CONTRACTOR AS A SPORTS OFFICIAL. EFFECTIVE DATE - 12/27/2012. I am also an Enrolled Agent working for a CPA firm - my main function is to prepare tax returns and provide tax advice for cleints.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-10
• S63 Uniform Securities Agent State Law Examination
  1985-07-29