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6210 Ardrey Kell Road Ste 300, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-12-19 |
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 |
|---|---|---|---|---|
| Quasar Distributors, Llc | Commercial Point | OH | 07/2022 | Present |
| Horizon Investments Llc | Commercial Point | OH | 06/2022 | Present |
| I9 Sports | Cincinnati | OH | 07/2017 | 08/2018 |
| Unemployed | Cincinnati | OH | 07/2012 | 07/2017 |
| Full-Time Student At University Of Dayton | Dayton | OH | 08/2018 | 05/2022 |
1) Horizon Investments, LLC; Investment Related; Investment Management; Commercial Point, OH; 6/22 Start Date; Regional Director; External sales position. Meet with financial advisors and provide information about Horizon products; 173 hours per month, 0 during trading hours. 2) Uber; San Francisco, CA; Investment Related - No; Started 07/29/2022; Ride sharing/Food delivery; Uber Eats Driver; Food deliveries; 20 hours per month with 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-17 |
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