What changed

Joined LPL's broker-dealer and RIA platforms with Horizon Wealth Management Group, which reported ~$385M in advisory, brokerage, and retirement plan assets.

Reported / discovered

Sep 15, 2026

Effective

Not reported

New role

Advisor, Horizon Wealth Management Group

Previous role

Not reported

Market

Wichita, KS

Reported book

$385M

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

2 observations consolidated into one event.