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Amanda Lyn Heagerty

Horizon Financial

West Henrietta, NY

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Current Employers
Horizon Financial

5582 W. Henrietta Rd., West Henrietta, NY 14586 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-08-19
SC RA APPROVED 2025-07-30
VA RA APPROVED 2025-07-30
MD RA APPROVED 2025-07-29
NH RA APPROVED 2025-07-29
PA RA APPROVED 2025-07-28
TX RA APPROVED_RES 2025-07-27
NY RA APPROVED 2021-06-01
FL RA APPROVED 2020-01-21
  • MA RA
    APPROVED
    Since 2025-08-19
  • SC RA
    APPROVED
    Since 2025-07-30
  • VA RA
    APPROVED
    Since 2025-07-30
  • MD RA
    APPROVED
    Since 2025-07-29
  • NH RA
    APPROVED
    Since 2025-07-29
  • PA RA
    APPROVED
    Since 2025-07-28
  • TX RA
    APPROVED_RES
    Since 2025-07-27
  • NY RA
    APPROVED
    Since 2021-06-01
  • FL RA
    APPROVED
    Since 2020-01-21

Branch Locations

5582 West Henrietta Road, West Henrietta, NY 14586 • 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
Citizens Securities Inc Chili NY 08/2016 12/2017
Securities Service Network West Henrietta NY 01/2017 09/2020
Mark Congdon Cfs West Henrietta NY 01/2017 Present
Horizon Advisory Services, Inc. West Henrietta NY 09/2019 Present
Securities America, Inc. West Henrietta NY 09/2020 12/2020
Private Client Services West Henrietta NY 01/2021 Present
  • 08/2016 → 12/2017
    Citizens Securities Inc
    Chili, NY
  • 01/2017 → 09/2020
    Securities Service Network
    West Henrietta, NY
  • 01/2017 → Present
    Mark Congdon Cfs
    West Henrietta, NY
  • 09/2019 → Present
    Horizon Advisory Services, Inc.
    West Henrietta, NY
  • 09/2020 → 12/2020
    Securities America, Inc.
    West Henrietta, NY
  • 01/2021 → Present
    Private Client Services
    West Henrietta, NY
Other Businesses

1) HORIZON ADVISORY SERVICES, INC. 5582 WEST HENRIETTA ROAD, WEST HENRIETTA, NY 14586. RIA. 140 HRS/MO; 140 DURING TRADING HRS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-05
S63 Uniform Securities Agent State Law Examination 2016-11-07
  • S65 Uniform Investment Adviser Law Examination
    2018-11-05
  • S63 Uniform Securities Agent State Law Examination
    2016-11-07
Other Names
  • Amanda Lyn Stevens
  • Amanda Heagerty

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PRINCIPAL SECURITIES, INC.
KEY INVESTMENT SERVICES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
VANDERBILT ADVISORY SERVICES
EQUITABLE ADVISORS, LLC

Other Investors

Donald John Kwarta
Jonathan Frank Blazick
MARK ALAN CONGDON
Michael R. Congdon
KENNETH STEPHEN BLAZICK
BRIAN MATTHEW NOVELLIN
Benjamin Robert Chappell
TIMOTHY ROBERT HAMMOND

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Rochester, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · Henrietta, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · Henrietta, NY
PRINCIPAL SECURITIES, INC. · Rochester, NY
KEY INVESTMENT SERVICES LLC · ROCHESTER, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCHESTER, NY
LPL FINANCIAL LLC · ROCHESTER, NY
CITIZENS SECURITIES, INC. · ROCHESTER, NY

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