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6210 Ardrey Kell Road Ste 300, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-31 |
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 | 09/2025 | Present |
| Quasar Distributors, Llc | Charlotte | NC | 10/2025 | Present |
| Carter Bank & Trust | Charlotte | NC | 05/2024 | 08/2024 |
| Harris Teeter | Charlotte | NC | 05/2022 | 08/2022 |
| Unemployed | Charlotte | NC | 10/2015 | 04/2022 |
| Unemployed | Charlotte | NC | 09/2022 | 04/2024 |
| Unemployed | Charlotte | NC | 09/2024 | 08/2025 |
Horizon Investments LLC; Investment Related; Asset Manager; Charlotte, NC; 09/29/2025; Advisory Specialist; Selling investment portfolios to financial advisors; 160 Hrs Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-26 |
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