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6210 Ardrey Kell Road Ste 300, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-09-04 |
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 Inc. | San Francisco | CA | 09/2015 | 07/2020 |
| Horizon Investments Llc | Charlotte | NC | 07/2020 | Present |
| Quasar Distributors, Llc | Charlotte | NC | 08/2020 | Present |
1.) Horizon Investments; Charlotte, NC; Started 08/01/2020; Investment consulting; Portfolio Strategist; employed by Horizon Investments to work as a portfolio consultant where we build customized portfolios for independent advisors; 40 hours per month with 0 hours per month trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-29 |
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