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6210 Ardrey Kell Road Ste 300, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-23 |
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 |
|---|---|---|---|---|
| Horizon Investments Llc | Charlotte | NC | 06/2025 | Present |
| Quasar Distributors, Llc | Charlotte | NC | 07/2025 | Present |
| Emory & Henry | Emory | VA | 08/2021 | 05/2023 |
| Premium Pressure | Charlotte | NC | 04/2021 | 08/2023 |
| Berry College | Rome | GA | 08/2023 | 05/2025 |
| The Hartford | Charlotte | NC | 05/2024 | 08/2024 |
| Pine Lake Prep High School | Mooresville | NC | 08/2017 | 05/2021 |
| Pine Lake Prep Middle School | Mooresville | NC | 08/2014 | 05/2017 |
1) Horizon Investments LLC; Investment Related; Work with financial advisors; Charlotte, NC; 06/02/2025; Advisory Specialist; Prospect to uncover new business leads through proactive call and email campaigns. Conduct model reviews and territory analysis in order to offer value adds for current client; 180 Hrs Per Month 2) Compass land & Real Estate; Not Investment Related; Property tours; Cornelius, NC; 8/9/2025; Land salesman; Weekend salesman for a rural real estate land development company; 5 Hrs Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-30 |
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