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Katelyn Danielle Price

Horizon Investments LLC

Charlotte, NC

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Current Employers
Horizon Investments Llc

6210 Ardrey Kell Road Ste 300, Charlotte, NC 28277 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-10-23
  • NC RA
    APPROVED
    Since 2025-10-23

Branch Locations

6210 Ardrey Kell Road Ste 300, Charlotte, NC 28277 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Horizon Investments Llc Charlotte NC 07/2025 Present
Quasar Distributors, Llc Charlotte NC 08/2025 Present
University Of North Carolina At Charlotte Charlotte NC 08/2021 05/2025
Full Time Student (Middle/High) Charlotte NC 01/2015 05/2021
Tiaa Charlotte NC 05/2023 08/2023
University Of North Carolina At Charlotte Charlotte NC 08/2024 05/2025
Kindred // Port City Club Charlotte NC 06/2018 09/2023
  • 07/2025 → Present
    Horizon Investments Llc
    Charlotte, NC
  • 08/2025 → Present
    Quasar Distributors, Llc
    Charlotte, NC
  • 08/2021 → 05/2025
    University Of North Carolina At Charlotte
    Charlotte, NC
  • 01/2015 → 05/2021
    Full Time Student (Middle/High)
    Charlotte, NC
  • 05/2023 → 08/2023
    Tiaa
    Charlotte, NC
  • 08/2024 → 05/2025
    University Of North Carolina At Charlotte
    Charlotte, NC
  • 06/2018 → 09/2023
    Kindred // Port City Club
    Charlotte, NC
Other Businesses

Horizon Investments LLC; Investment Related; Charlotte, NC; 07/14/2025; Advisory Specialist; Promoting horizon funds; 160 Hrs Per Month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-16
  • S66 Uniform Combined State Law Examination
    2025-10-16
Other Names
  • Katelyn Price

View on SEC IAPD

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