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5582 W. Henrietta Rd., West Henrietta, NY 14586 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-01 |
| FL | RA | APPROVED | 2020-01-21 |
Branch Locations
5582 West Henrietta Road, West Henrietta, NY 14586 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wcsd | Webster | NY | 08/2016 | 01/2017 |
| Xerox | Rochester | NY | 01/2017 | 05/2017 |
| Mark A Congdon | Henrietta | NY | 06/2017 | Present |
| Ssn Advisory Inc | Henrietta | NY | 07/2017 | 09/2020 |
| Horizon Advisory Services, Inc. | West Henrietta | NY | 09/2019 | Present |
1. Horizon Advisory Services, Inc. - 582 W Henrietta Rd, Henrietta, NY 14566 - 01/2018 start date - Investment Related - Financial Planning - DBA 'Mark A. Congdon, CFS Inc." and "The Horizon Group" and "The Horizon Group, Independent Financial Services" - Provide advice to clients regarding their investment objectives within our model portfolios. - Private Corp - 160 hrs/mo trading 2. Horizon Advisory Services - 5582 West Henrietta Road, West Henrietta, New York 14586 - 2019 start date - Investment Related - Registered Investment Advisor offering fee based asset management and financial planning - Investment Advisor Representative - Private Corp - 120 hrs/mo trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-12 |
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