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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)40 years in industry

BRUCE ALAN HORVITZ

Advisor at LPL FINANCIAL LLC

BOYNTON BEACH, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 15, 2000 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 23, 1985earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S63|S65
First exam: Sep 23, 1985
First registration: Mar 15, 2000
Dual registered: yes, broker-dealer
Other names: BRUCE A HORVITZ
IAPD individual key: 1326407

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	Dec 2, 2025	n/a	yes	BOYNTON BEACH, FL	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Jan 24, 2025	Dec 4, 2025	no	NEW ALEXANDRIA, PA\|Boynton Beach, FL	Previous registration
OSAIC FA, INC.	Former SEC adviser	Dec 13, 2004	Jan 24, 2025	no	PITTSBURGH, PA\|PITTSBURGH, PA\|NEW ALEXANDRIA, PA\|Boynton Beach, FL	Previous registration
VERAVEST INVESTMENT ADVISORS, INC.	n/a	Mar 15, 2000	Dec 4, 2003	no	PITTSBURGH, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC WEALTH, INC.	LPL FINANCIAL LLC	Dec 4, 2025	Dec 2, 2025	-2	Firm change	Ibd to ibd
OSAIC FA, INC.	OSAIC WEALTH, INC.	Jan 24, 2025	Jan 24, 2025	0	Bulk transfer	Ibd to ibd
VERAVEST INVESTMENT ADVISORS, INC.	OSAIC FA, INC.	Dec 4, 2003	Dec 13, 2004	375	Firm change	Other

Relationships

Registered with (4)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Dec 2, 2025 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jan 24, 2025 to Dec 4, 2025factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Dec 13, 2004 to Jan 24, 2025factForm ADV
→ VERAVEST INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Mar 15, 2000 to Dec 4, 2003factForm ADV

Dated events

Occurred
Dec 4, 2025
Advisor changed firm
Bruce Alan Horvitz left Osaic Wealth, Inc. for Lpl Financial Llc (registered 2025-12-02)
Form ADVobserved 6 days ago