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RIA / WealthAdvisorCertified Financial Planner35 years in industry

ELIZABETH JEAN WILSON

Advisor at HORIZON WEALTH ADVISORS

LAKEWOOD RANCH, 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, 8:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 8, 2001 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: HORIZON WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 28, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Mar 28, 1991
First registration: Aug 8, 2001
Dual registered: no
Other names: ELIZABETH JEAN CHAPMAN|ELIZABETH J CROSS
IAPD individual key: 1580513

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
HORIZON WEALTH ADVISORS	Independent wealth	May 4, 2015	n/a	yes	LAKEWOOD RANCH, FL	Current employment
RUDD ASSET MANAGEMENT	Former SEC adviser	Mar 4, 2014	Apr 29, 2015	no	SARASOTA, FL	Previous registration
COMERICA SECURITIES	Former SEC adviser	Jun 18, 2009	Dec 10, 2013	no	NAPLES, FL\|SARASOTA, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 7, 2006	Apr 20, 2009	no	SARASOTA, FL	Previous registration
NORTHERN TRUST SECURITIES, INC	Bd affiliated wealth	Aug 8, 2001	Aug 7, 2006	no	SARASOTA, FL\|SARASOTA, FL	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
RUDD ASSET MANAGEMENT	HORIZON WEALTH ADVISORS	Apr 29, 2015	May 4, 2015	5	Firm change	Other
COMERICA SECURITIES	RUDD ASSET MANAGEMENT	Dec 10, 2013	Mar 4, 2014	84	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	COMERICA SECURITIES	Apr 20, 2009	Jun 18, 2009	59	Firm change	Other
NORTHERN TRUST SECURITIES, INC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Aug 7, 2006	Aug 7, 2006	0	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
162821:148338:FL:2015-04-29	Apr 29, 2015	May 4, 2015	SARASOTA, FL	Firm change

Relationships

Registered with (5)

→ HORIZON WEALTH ADVISORSRegistered adviserregistration: current employment
May 4, 2015 to presentfactForm ADV
→ RUDD ASSET MANAGEMENTRegistered adviserregistration: previous registration
Mar 4, 2014 to Apr 29, 2015factForm ADV
→ COMERICA SECURITIESRegistered adviserregistration: previous registration
Jun 18, 2009 to Dec 10, 2013factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 7, 2006 to Apr 20, 2009factForm ADV
→ NORTHERN TRUST SECURITIES, INCRegistered adviserregistration: previous registration
Aug 8, 2001 to Aug 7, 2006factForm ADV

Dated events

No dated event names this entity yet.