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3880 Vest Mill Rd. Suite 100, Winston Salem, NC 27103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-05-15 |
Branch Locations
3880 Vest Mill Rd. Suite 100, Winston Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance | Milwaukee | WI | 05/2014 | 11/2016 |
| Northwestern Mutual Investment Services Llc | Winston Salem | NC | 06/2014 | 11/2016 |
| Horizon Financial Services, Llc | Winston-Salem | NC | 05/2017 | Present |
| New Horizon Financial Services, Inc. | Winston-Salem | NC | 04/2017 | Present |
| Unemployed | Kernersville | NC | 11/2016 | 04/2017 |
NEW HORIZON FINANCIAL SERVICES, INC. INVESTMENT RELATED. ADDRESS: 3880 VEST MILL RD, SUITE 100, WINSTON SALEM, NC 27103. NATURE OF BUSINESS: INSURANCE PRODUCTS AND SALES, TITLE: INSURANCE AGENT; START DATE: 04/2017; 20 HOURS A WEEK, 10 HOURS DURING TRADING HOURS. INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-21 |
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