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Advisor at HORIZON WEALTH
Monmouth, OR | DENVER, CO
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 |
|---|---|---|---|---|---|---|
| HORIZON WEALTH | Independent wealth | Mar 31, 2025 | n/a | yes | DENVER, CO|Monmouth, OR | Current employment |
| IMPACT PARTNERSHIP WEALTH, LLC | Independent wealth | Jul 2, 2021 | May 8, 2025 | no | Monmouth, OR|Monmouth, OR | Previous registration |
| Onedigital | Institutional manager | Nov 19, 2019 | Jun 30, 2021 | no | OVERLAND PARK, KS|DENVER, CO | Previous registration |
| BROOKSTONE CAPITAL MANAGEMENT LLC | Independent wealth | Apr 10, 2017 | Nov 19, 2019 | no | Monmouth, OR|WHEATON, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IMPACT PARTNERSHIP WEALTH, LLC | HORIZON WEALTH | May 8, 2025 | Mar 31, 2025 | -38 | Firm change after gap | RIA to RIA |
| Onedigital | IMPACT PARTNERSHIP WEALTH, LLC | Jun 30, 2021 | Jul 2, 2021 | 2 | Firm change | Other |
| BROOKSTONE CAPITAL MANAGEMENT LLC | Onedigital | Nov 19, 2019 | Nov 19, 2019 | 0 | Firm change | Other |