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BS

Brady P. Schenk

BLUE HORIZON INVESTMENTS
AMARILLO, TX 79101
Some features on this profile are disabled
CRD#: 5291691
BS

Professional summary

Brady Paul Schenk, who also goes by Brady P Schenk, Brady Paul Schenk, Brady Schenk, is a registered financial advisor currently at BLUE HORIZON INVESTMENTS LLC located in Amarillo, Texas.

Brady is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Brady has worked at 5 firms and has passed the Series 63, Series 65, Series 66, Series 7TO, SIE, Series 31, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brady P Schenk | Brady Paul Schenk | Brady Schenk

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brady Paul Schenk's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 5, 2026 - Present

BLUE HORIZON INVESTMENTS LLC

Office #1: 1001 S Harrison Street, Amarillo, TX 79101
RIA
CRD#: 338691
AMARILLO, TX
Past

January 20, 2022 - April 22, 2025

MORGAN STANLEY

BD
CRD#: 149777
Amarillo, TX
Past

December 16, 2021 - April 22, 2025

MORGAN STANLEY

RIA
CRD#: 149777
Amarillo, TX
Past

August 28, 2020 - December 8, 2021

CWM, LLC

RIA
CRD#: 155344
Amarillo, TX
Past

December 8, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
VALENCIA, CA
Past

November 25, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
VALENCIA, CA
Past

January 24, 2008 - June 12, 2008

OSAIC SERVICES, INC.

BD
CRD#: 133763
VALENCIA, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(2/5/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 2/3/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 8/28/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/5/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/20/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/21/2021
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 12/16/2008
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 11/24/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/22/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BH
BLUE HORIZON INVESTMENTS LLC
BLUE HORIZON INVESTMENTS LLC

CRD#: 338691 / SEC#:

Texas
Registered Investment Advisory firm - (2/5/2026 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1001 S Harrison Street, Amarillo, TX 79101
Mailing Address
Phone number
(806) 484-1444
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BLUE HORIZON INVESTMENTS LLC

CRD#: 338691Amarillo, TX 79101

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