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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-05-23 |
| TX | RA | APPROVED | 2024-05-23 |
Branch Locations
350 Main Street, Suite 2, Bedminster, NJ 07921 • United States
24 Fowler Road, Far Hills, NJ 07931 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-07-12 |
Branch Locations
24 Fowler Road, Far Hills, NJ 07931 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verizon Communications | Basking Ridge | NJ | 07/2015 | Present |
| Lincoln Financial Securities | Far Hills | NJ | 02/2018 | 05/2024 |
| Verizon | Basking Ridge | NJ | 07/2009 | 07/2019 |
| Horizon Financial Group, Inc. | Far Hills | NJ | 07/2019 | Present |
| Lpl Financial Llc | Far Hills | NJ | 05/2024 | Present |
1) 05/2024 - Ian Davis / Non-Variable Insurance / Inv. Related / Far Hills, NJ / Start date 05/01/2020 2) 07/17/2024 - Horizon Financial Group Inc - Registered Investment Advisor - IAR - Investment Related - At Reported Business Location(s) - Start Date 05/01/2020 - 1 Hour Per Month/ 0 Hours During Trading - I provide financial planning and consulting services through Horizon Financial Group, Inc., an independent investment advisor firm. I started this business activity in 5/2020. I expect to spend approximately 1 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 3) 05/20/2025 - Horizon Financial Group, Inc - Inv. Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date 05/20/2020 - 0 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-05 |
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