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6210 Ardrey Kell Road Ste 300, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-06 |
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 |
|---|---|---|---|---|
| Ubs Financial Services | Charlotte | NC | 04/2025 | 02/2026 |
| Santana Leather Care | Charlotte | NC | 01/2025 | 04/2025 |
| Punia & Marx Inc | New York | NY | 09/2018 | 08/2024 |
| University Of Tirana | Tirana | 09/2014 | 06/2017 | |
| N/A | New York | NY | 08/2017 | 09/2018 |
| N/A | Charlotte | NC | 08/2024 | 01/2025 |
| Horizon Investments, Llc | Charlotte | NC | 03/2026 | Present |
| Quasar Distributors, Llc | Charlotte | NC | 04/2026 | Present |
Horizon Investments, LLC; Investment Related; Charlotte, NC; Investment Management; Analyst; 03/2026; 200 Hrs/Month; assist with creating marketing materials
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-23 |
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