Horizon Financial Services, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 158798
- SEC number
- 801-113778
- Firm type
- RIA
- Assets under management
- $262.4M as of Mar 31, 2026
- Website
- www.facebook.com/BRAISHORIZONFINANCIAL ↗
- Phone
- 336-659-7060
- Address
- 3880 Vest Mill Rd., Winston Salem, NC, 27103
Advisors at this firm
5 in our index · page 1 of 1
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John Joseph BraisCRD 5704627 · Winston Salem, NCIA Registered
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Jared Gabriel JohnsonCRD 5816323 · Clemmons, NCIA RegisteredRegistration inactive
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Samuel Seymour MerrickCRD 7975954 · Winston Salem, NCIA Registered
-
Joseph M PerkinsCRD 4723505 · Winston Salem, NCIA RegisteredRegistration inactive
-
Scott Dunning WalkerCRD 4594390 · Winston Salem, NCIA Registered
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 158798 ↗
FINRA BrokerCheck record for firm CRD 158798 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.