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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-05-22 |
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-09 |
| NJ | RA | APPROVED | 2004-04-30 |
Branch Locations
Far Hills, NJ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horizon Financial Group, Inc. | Clifton | NJ | 09/2001 | Present |
| Lincoln Financial Securities Corporation | Far Hills | NJ | 07/2008 | 05/2024 |
| Lpl Financial | Far Hills | NJ | 05/2024 | Present |
1- 05/2024 / Horizon Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- 07/17/2024 - Horizon Financial Group, Inc. - Registered Investment Advisor - Investment Related - At Reported Business Location(s) - Start Date 01/01/2001 - 2 Hours 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-05-22 |
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