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227 Gateway Drive Ste. 159, Aiken, SC 29803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horizon Investments | Charlotte | NC | 01/2016 | Present |
| Quasar Distributors, Llc | Milwaukee | WI | 05/2016 | Present |
Patrick is employed full time with Charter Communications, 9300 Arrowpoint Blvd, Charlotte, NC. His work is not investment related. He is a financial analyst for cable TV. He started work there in Jan. 2018.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-11-21 |
| S65 | Uniform Investment Adviser Law Examination | 2015-10-07 |
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