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6210 Ardrey Kell Road Ste 300, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-01 |
Branch Locations
6210 Ardrey Kell Road Ste 300, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morningstar Investment Services | Chicago | IL | 01/2010 | 01/2024 |
| Horizon Investments | Charlotte | NC | 01/2024 | Present |
| Quasar Distributors, Llc | Andover | MA | 02/2024 | Present |
1). Horizon Investments; Investment Related; Charlotte, NC; Investment Management; Regional Director; Responsible for the sales and marketing of Horizon Investments mutual funds in assigned territory; Start: 1/2/2024; 40 Hours per month and 0 During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-07-03 |
| S65 | Uniform Investment Adviser Law Examination | 2007-09-18 |
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