Birds Kyle Horton
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
35 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Foundations Investment Advisors LLCNov 2025 to now
- Linger Longer EntertainmentJun 2015 to now
- Legacy Wealth Management, Inc.Jun 2025 to Oct 2025
- Legacy Associates Inc.May 2025 to Oct 2025
- Birds Horton, Sole ProprietorJul 2024 to Jun 2025
- Sentinel Asset Management, LLCJun 2024 to Jan 2025
- Abich Financial Wealth Management, LLCJul 2023 to Feb 2024
- Cadaret, Grant & Co., Inc.Apr 2021 to Aug 2021
- Cuso Financial Services, L.P.Feb 2021 to Jul 2023
- Sorrento Pacific Financial, LLCFeb 2021 to Aug 2021
- Royal Caribbean IntlJan 2020 to Mar 2020
- Wells Fargo Clearing Services, LLCApr 2012 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (VA).
Foundations Investment Advisors LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 2154194
- 175083