RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
E•••••••• J••• W•••••
- Title
- Investment Advisor Representativereportedhorizonwealthadvisors.comfirm site, Sep 16, 2026
- Business email
- ewilson@horizonwelathadvisors.comreportedhorizonwealthadvisors.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- H•••••• W••••• A••••••• independent RIA currentsince May 4, 2015 · Lakewood Ranch, Fl
- R••• A•••• M••••••••• formerMar 4, 2014 to Apr 29, 2015 · Sarasota, Fl
- C••••••• S••••••••• formerJun 18, 2009 to Dec 10, 2013 · Naples, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseAug 7, 2006 to Apr 20, 2009 · Sarasota, Fl
- N••••••• T•••• S••••••••• I•• BD affiliatedAug 8, 2001 to Aug 7, 2006 · Sarasota, Fl
- R••• A•••• M••••••••• to H•••••• W••••• A•••••••left Apr 29, 2015, registered May 4, 2015 (5 days) · Other · moved with a team
- C••••••• S••••••••• to R••• A•••• M•••••••••left Dec 10, 2013, registered Mar 4, 2014 (84 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C••••••• S•••••••••left Apr 20, 2009, registered Jun 18, 2009 (59 days) · Other
- N••••••• T•••• S••••••••• I•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Aug 7, 2006, registered Aug 7, 2006 (0 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address