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RIA / WealthAdvisorCertified Financial Planner11 years in industry

ZACHARY MICHAEL THOMAS

Advisor at GROWTH HORIZONS WEALTH MANAGEMENT LLC

GEORGETOWN, TX

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Search this name across graphsid dfx:ria:b424816e-5b83-7a92-ab7d-61a1eb9f94df

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jul 2, 2018 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: GROWTH HORIZONS WEALTH MANAGEMENT LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jun 8, 2018
First registration: Jul 2, 2018
Dual registered: no
Other names: ZACHARY THOMAS|ZACH THOMAS|ZACHARY MICHAEL THOMAS|Zachary M Thomas
IAPD individual key: 6924817

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
GROWTH HORIZONS WEALTH MANAGEMENT LLC	State registered	Sep 18, 2023	n/a	yes	GEORGETOWN, TX	Current employment
HERITAGE WEALTH MANAGEMENT, LLC	Former SEC adviser	Jul 1, 2022	Mar 5, 2024	no	Georgetown, TX\|PHOENIX, AZ	Previous registration
OSAIC INSTITUTIONS, INC.	Bd affiliated wealth	Apr 30, 2019	Jun 27, 2022	no	Austin, TX	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Nov 8, 2018	May 1, 2019	no	Orange, TX\|AUSTIN, TX\|AUSTIN, TX	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 2, 2018	Aug 20, 2018	no	ORANGE, TX\|HOUSTON, TX	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
HERITAGE WEALTH MANAGEMENT, LLC	GROWTH HORIZONS WEALTH MANAGEMENT LLC	Mar 5, 2024	Sep 18, 2023	-169	Firm change after gap	RIA to state RIA
OSAIC INSTITUTIONS, INC.	HERITAGE WEALTH MANAGEMENT, LLC	Jun 27, 2022	Jul 1, 2022	4	Firm change	Ibd to RIA
EQUITABLE ADVISORS, LLC	OSAIC INSTITUTIONS, INC.	May 1, 2019	Apr 30, 2019	-1	Firm change	Ibd to ibd
WELLS FARGO ADVISORS	EQUITABLE ADVISORS, LLC	Aug 20, 2018	Nov 8, 2018	80	Firm change	Wirehouse to ibd

Relationships

Registered with (5)

→ GROWTH HORIZONS WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Sep 18, 2023 to presentfactForm ADV
→ HERITAGE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 1, 2022 to Mar 5, 2024factForm ADV
→ OSAIC INSTITUTIONS, INC.Registered adviserregistration: previous registration
Apr 30, 2019 to Jun 27, 2022factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 8, 2018 to May 1, 2019factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 2, 2018 to Aug 20, 2018factForm ADV

Dated events

Occurred
Mar 5, 2024
Advisor changed firm
Zachary Michael Thomas left Heritage Wealth Management, Llc for Growth Horizons Wealth Management Llc (registered 2023-09-18)
Form ADVobserved 6 days ago
Occurred
Jun 27, 2022
Advisor changed firm
Zachary Michael Thomas left Osaic Institutions, Inc. for Heritage Wealth Management, Llc (registered 2022-07-01)
Form ADVobserved 6 days ago