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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)13 years in industry

Logan Taylor Smith

Advisor at HORIZON WEALTH

DENVER, CO

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Search this name across graphsid dfx:ria:cfe17906-89e5-ad3f-9de7-a268c9d996fb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Dec 17, 2014 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
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: Jun 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Sep 27, 2013
First registration: Dec 17, 2014
Dual registered: yes, broker-dealer
Other names: LOGAN T SMITH
IAPD individual key: 6219424

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	Independent wealth	Jan 7, 2025	n/a	yes	DENVER, CO	Current employment
ROOT FINANCIAL PARTNERS	Independent wealth	Jul 25, 2024	Oct 16, 2024	no	Castle Rock, CO\|AUSTIN, TX	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Apr 8, 2021	Jul 8, 2024	no	Greenwood Village, CO	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jun 5, 2017	Apr 6, 2021	no	GREENWOOD VILLAGE, CO\|DENVER, CO\|GREENWOOD VILLAGE, CO\|DENVER, CO	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Dec 17, 2014	Jan 23, 2017	no	ENGLEWOOD, CO\|Lone Tree, CO	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
ROOT FINANCIAL PARTNERS	HORIZON WEALTH	Oct 16, 2024	Jan 7, 2025	83	Firm change	RIA to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	ROOT FINANCIAL PARTNERS	Jul 8, 2024	Jul 25, 2024	17	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Apr 6, 2021	Apr 8, 2021	2	Firm change	Wirehouse to ibd
CHARLES SCHWAB & CO., INC.	WELLS FARGO ADVISORS	Jan 23, 2017	Jun 5, 2017	133	Firm change	Ibd to wirehouse

Team moves

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

Team	Left	Joined	From	Kind
5393:19616:CO:2017-01-19	Jan 23, 2017	Jun 5, 2017	LONE TREE, CO	Firm change

Relationships

Registered with (5)

→ HORIZON WEALTHRegistered adviserregistration: current employment
Jan 7, 2025 to presentfactForm ADV
→ ROOT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Jul 25, 2024 to Oct 16, 2024factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Apr 8, 2021 to Jul 8, 2024factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jun 5, 2017 to Apr 6, 2021factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Dec 17, 2014 to Jan 23, 2017factForm ADV

Dated events

Occurred
Oct 16, 2024
Advisor changed firm
Logan Taylor Smith left Root Financial Partners for Horizon Wealth (registered 2025-01-07)
Form ADVobserved 5 days ago
Occurred
Jul 8, 2024
Advisor changed firm
Logan Taylor Smith left Raymond James Financial Services Advisors, Inc for Root Financial Partners (registered 2024-07-25)
Form ADVobserved 5 days ago