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Advisor at BLUE HORIZON INVESTMENTS LLC
AMARILLO, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BLUE HORIZON INVESTMENTS LLC | State registered | Feb 5, 2026 | n/a | yes | AMARILLO, TX | Current employment |
| MORGAN STANLEY | Wirehouse | Dec 16, 2021 | Apr 22, 2025 | no | Amarillo, TX | Previous registration |
| CWM, LLC | Bd affiliated wealth | Aug 28, 2020 | Dec 8, 2021 | no | Amarillo, TX|OMAHA, NE | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Dec 8, 2008 | Jun 1, 2009 | no | VALENCIA, CA|LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | BLUE HORIZON INVESTMENTS LLC | Apr 22, 2025 | Feb 5, 2026 | 289 | Firm change | Wirehouse to state RIA |
| CWM, LLC | MORGAN STANLEY | Dec 8, 2021 | Dec 16, 2021 | 8 | Firm change | Ibd to wirehouse |
| MORGAN STANLEY & CO. LLC | CWM, LLC | Jun 1, 2009 | Aug 28, 2020 | 4,106 | Firm change after gap | Other |