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5582 W. Henrietta Rd., West Henrietta, NY 14586 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-25 |
| VA | RA | APPROVED | 2025-07-30 |
| MD | RA | APPROVED | 2025-07-29 |
| NH | RA | APPROVED | 2025-07-29 |
| NY | RA | APPROVED | 2021-08-07 |
| FL | RA | APPROVED | 2020-01-21 |
| NC | RA | APPROVED | 2019-09-19 |
| SC | RA | APPROVED | 2019-09-18 |
| TX | RA | APPROVED_RES | 2019-09-18 |
| PA | RA | APPROVED | 2019-09-17 |
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 |
|---|---|---|---|---|
| The Horizon Group (Mark Congdon Cfs, Inc.) | West Henrietta | NY | 06/1993 | Present |
| Securities Services Network | Knoxville | TN | 06/2015 | 09/2020 |
| 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 |
1) HORIZON ADVISORY SERVICES, INC. 5582 WEST HENRIETTA ROAD, WEST HENRIETTA, NY 14586. RIA. 140 HRS/MO; 140 DURING TRADING HRS. 2) PUTNAM ADVISORY COUNCIL. THE PUTNAM INVESTMENTS ADVISORY COUNCIL WAS ESTABLISHED TO RECEIVE FEEDBACK, IDEAS AND SUGGESTIONS FROM A DIVERSE BASE OF ADVISORS AND TO CREATE A FORUM FOR MEANINGFUL, ONGOING DIALOGUE ON MATTERS OF SHARED IMPORTANCE IN A RAPIDLY CHANGING ENVIRONMENT. THE PUTNAM INVESTMETNS ADVISORY COUNCIL CONSISTS OF LEADING ADVISORS WHO ARE NEITHER EMPLOYED BY PUTNAM NOR ARE MEMBERS OF FIRMS THAT ARE DIRECT AFFILIATES OF PUTNAM. AT THE COUNCIL'S QUARTLY MEETINGS, ADVISORS PROVIDE CANDID THOUGHTS ON PUTNAM'S OFFERINGS AND INTERACT WITH PEERS TO BROADLY DISCUSS THE FINANCIAL SERVICES INDUSTRY. 3 HRS/QUARTER; 3 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-22 |
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