Best Investors Account Sign in
Inactive

Carl Vincent Erickson

Horizon Wealth Group, LLC

Winter Park, FL

Claim This Profile
Current Employers
Horizon Wealth Group, Llc

1415 Gene St, Winter Park, FL 32789 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-06-22
  • FL RA
    APPROVED
    Since 2022-06-22

Branch Locations

1415 Gene St, Winter Park, FL 32789 • 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
Csr & Associates Winter Park FL 10/2018 12/2019
West Coast Officials Assn Tampa FL 11/2011 12/2021
Felsing Llc Winter Park FL 01/2019 Present
Horizon Wealth Group, Llc Winter Park FL 12/2021 Present
  • 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
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-10
S63 Uniform Securities Agent State Law Examination 1985-07-29
  • S65 Uniform Investment Adviser Law Examination
    2021-11-10
  • S63 Uniform Securities Agent State Law Examination
    1985-07-29

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Winter Park, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor