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.

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, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Sep 17, 2015

First registration

Sep 17, 2018

Dual registered

yes, broker-dealer

Other names

Jack Vogel

IAPD individual key

6331836

• Occurred

  Feb 20, 2025
  Advisor changed firm

  Jonathan Richard Vogel left Impact Partnership Wealth, Llc for Horizon Wealth (registered 2024-11-27)

  Form ADVobserved 6 days ago
• Occurred

  Jan 30, 2023
  Advisor changed firm

  Jonathan Richard Vogel left Larson Financial Group, Llc for Impact Partnership Wealth, Llc (registered 2023-04-10)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f732c8b8-c205-c50d-b672-fda73ef46cf5

First observed

Sep 17, 2018

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.