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Advisor at AMERICAN MONEY MANAGEMENT, LLC
Brawley, CA | RANCHO SANTA FE, CA
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 |
|---|---|---|---|---|---|---|
| AMERICAN MONEY MANAGEMENT, LLC | Independent wealth | May 14, 2019 | n/a | yes | RANCHO SANTA FE, CA|Brawley, CA | Current employment |
| HORTER INVESTMENT MANAGEMENT, LLC | Independent wealth | Mar 27, 2013 | May 9, 2019 | no | BRAWLEY, CA|IMPERIAL, CA|CINCINNATI, OH | Previous registration |
| WFG ADVISORS, LP | Former SEC adviser | Mar 6, 2013 | Feb 2, 2015 | no | IMPERIAL, CA | Previous registration |
| HORTER INVESTMENT MANAGEMENT, LLC | Independent wealth | Dec 15, 2011 | Feb 27, 2013 | no | BRAWLEY, CA|IMPERIAL, CA | Previous registration |
| WFG ADVISORS, LP | Former SEC adviser | Nov 2, 2009 | Dec 7, 2011 | no | IMPERIAL, CA | Previous registration |
| WORKMAN SECURITIES CORPORATION | n/a | Oct 5, 2009 | Oct 20, 2009 | no | EDEN PRAIRIE, MN | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Oct 8, 2003 | Jul 27, 2009 | no | SAN DIEGO, CA|IMPERIAL, CA|ANAHEIM, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HORTER INVESTMENT MANAGEMENT, LLC | AMERICAN MONEY MANAGEMENT, LLC | May 9, 2019 | May 14, 2019 | 5 | Firm change | RIA to RIA |
| WFG ADVISORS, LP | HORTER INVESTMENT MANAGEMENT, LLC | Feb 2, 2015 | Mar 27, 2013 | -677 | Firm change after gap | Other |
| HORTER INVESTMENT MANAGEMENT, LLC | WFG ADVISORS, LP | Feb 27, 2013 | Mar 6, 2013 | 7 | Firm change | Other |
| WFG ADVISORS, LP | HORTER INVESTMENT MANAGEMENT, LLC | Dec 7, 2011 | Dec 15, 2011 | 8 | Firm change | Other |
| WORKMAN SECURITIES CORPORATION | WFG ADVISORS, LP | Oct 20, 2009 | Nov 2, 2009 | 13 | Firm change | Other |
| VALIC FINANCIAL ADVISORS, INC. | WORKMAN SECURITIES CORPORATION | Jul 27, 2009 | Oct 5, 2009 | 70 | Firm change | Other |