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Advisor at GRAYLARK FINANCIAL, LLC
BLUFFTON, SC
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 |
|---|---|---|---|---|---|---|
| GRAYLARK FINANCIAL, LLC | Former SEC adviser | Jun 5, 2023 | n/a | yes | BLUFFTON, SC | Current employment |
| APO FINANCIAL SERVICES, LLC | Independent wealth | Jul 8, 2019 | May 4, 2023 | no | WESTMINSTER, CO | Previous registration |
| HORTER INVESTMENT MANAGEMENT, LLC | Independent wealth | Apr 23, 2012 | Aug 13, 2019 | no | BROOMFIELD, CO|BOULDER, CO|BOULDER, CO|BROOMFIELD, CO|BOULDER, CO|LONGMONT, CO|CINCINNATI, OH|Greenwood Village, CO|Westminster, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| APO FINANCIAL SERVICES, LLC | GRAYLARK FINANCIAL, LLC | May 4, 2023 | Jun 5, 2023 | 32 | Firm change | RIA to new firm |
| HORTER INVESTMENT MANAGEMENT, LLC | APO FINANCIAL SERVICES, LLC | Aug 13, 2019 | Jul 8, 2019 | -36 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 119880:297647:CO:2019-08-13 | Aug 13, 2019 | Jul 8, 2019 | WESTMINSTER, CO | Firm change after gap |