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Matthew Benjamin Terry

Horizon Investments LLC

Charlotte, NC

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Current Employers
Horizon Investments Llc

6210 Ardrey Kell Road Ste 300, Charlotte, NC 28277 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-08-16
  • TX RA
    APPROVED
    Since 2021-08-16

Branch Locations

6210 Ardrey Kell Road Ste 300, Charlotte, NC 28277 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bny Mellon Boston MA 07/2015 03/2017
Symmetry Partners, Llc Glastonbury CT 10/2017 06/2021
Unemployed Austin TX 04/2017 09/2017
Northern Lights Distributors, Llc Omaha NE 12/2017 03/2018
Foreside Financial Services, Llc Austin TX 08/2018 06/2021
Horizon Investments Llc Pflugerville TX 06/2021 Present
Quasar Distributors, Llc Pflugerville TX 07/2021 Present
  • 07/2015 → 03/2017
    Bny Mellon
    Boston, MA
  • 10/2017 → 06/2021
    Symmetry Partners, Llc
    Glastonbury, CT
  • 04/2017 → 09/2017
    Unemployed
    Austin, TX
  • 12/2017 → 03/2018
    Northern Lights Distributors, Llc
    Omaha, NE
  • 08/2018 → 06/2021
    Foreside Financial Services, Llc
    Austin, TX
  • 06/2021 → Present
    Pflugerville, TX
  • 07/2021 → Present
    Quasar Distributors, Llc
    Pflugerville, TX
Previous Registrations
Other Businesses

1) Horizon Investments; Investment related; Consultant - promote models and funds to financial advisors; Pflugerville; TX; June 7, 2021;Regional Director; Promote the Funds to intermediaries as a Wholesaler and utilize pre-approved marketing material for promotional use; 40 hrs/wk 160 hrs/month 2)Rental Property; Non-Investment Related; Austin, TX; Rental Unit; Landlord; Start Date 6/1/2024; 0 Hrs Per Month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-05
  • S66 Uniform Combined State Law Examination
    2005-10-05
Designations
Other Names
  • Matthew Terry
  • Matthew B Terry
  • Matthew Benjamin Terry

View on SEC IAPD

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