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6210 Ardrey Kell Road Ste 300, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-07-29 |
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 |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 07/2015 | 05/2019 |
| Tiaa | Charlotte | NC | 07/2015 | 05/2019 |
| Quasar Distributors, Llc | Milwaukee | WI | 07/2019 | Present |
| Horizon Investments Llc | Charlotte | NC | 07/2019 | Present |
1.) Horizon Investments; Charlotte, NC; Investment Related; Started 07/01/2019; Employer; Senior Portfolio Strategist; Consult clients on investment management, helping build and monitor model portfolios, provide education and support around Horizon product and technology; 45 hours per month with 0 hours during securities trading hours. 2) Charlotte Latin School; Non-Investment Related; Charlotte, NC; High School Wrestling Team; Assistant Wrestling Coach; Start 1/2/2023; 32 Hours per month, 0 During Trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-15 |
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