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4201 Congress St Suite 145, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-07 |
| SC | RA | APPROVED | 2025-06-18 |
| NC | RA | APPROVED | 2025-05-27 |
Branch Locations
4201 Congress St Suite 145, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horizon Investments Llc | Charlotte | NC | 02/2001 | 07/2023 |
| Quasar Distributors, Llc | Charlotte | NC | 09/2021 | 07/2023 |
| Blocker Capital | Charlotte | NC | 08/2023 | Present |
| Linkside Financial, Llc | Charlotte | NC | 04/2025 | Present |
1) Blocker Capital Group; Non Investment-Related; Charlotte, NC; Passive Investment Vehicle; CEO & Owner; Start 01/2020; 10 hour per month w/ 0 during trading hours 2) DP CAP LMPP3 LLC; Investment-Related; Charlotte, NC; Passive Investment Vehicle; CEO & Owner; Start 04/2024; 5 hour per month w/ 0 during trading hours 3) DP Carolina Lakes LLC; Investment-Related; Charlotte, NC; Passive Investment Vehicle; CEO & Owner; Start 06/2024; 5 hour per month w/ 0 during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-19 |
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