DFX Intelligence

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.

Registered advisor

Jeremy Dallas Smith

Horizon Wealth Advisorsindependent RIALakewood Ranch, FlIA-onlyIAPD 5736929

Feed of 09/14/2026

At current firm

1 y

since Jan 1, 2025

In the industry

16 y

since Mar 30, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Investment Advisor Representative/Portfolio Managerreportedhorizonwealthadvisors.comfirm site, Sep 16, 2026
Business email: jdsmith@horizonwealthadvisors.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.

Registration history

IAPD current and previous registrations

Horizon Wealth Advisors independent RIA current
since Jan 1, 2025 · Lakewood Ranch, Fl
Rudd Asset Management former
Mar 25, 2013 to Apr 29, 2015 · Sarasota, Fl
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Oct 28, 2011 to Mar 5, 2013 · Sarasota, Fl
Edward Jones national BD
Apr 9, 2010 to Nov 1, 2011 · Sarasota, Fl

Moves

a registration end followed by a registration begin elsewhere

Rudd Asset Management to Horizon Wealth Advisors
left Apr 29, 2015, registered Jan 1, 2025 (3535 days) · Other · moved with a team
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Rudd Asset Management
left Mar 5, 2013, registered Mar 25, 2013 (20 days) · Other
Edward Jones to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Nov 1, 2011, registered Oct 28, 2011 (-4 days) · Affiliated broker-dealer or bank to wirehouse

Signals

No dated event on this person.

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address