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6210 Ardrey Kell Road Ste 300, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-06-06 |
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 |
|---|---|---|---|---|
| Novem Group | Rochester | NY | 05/2017 | 05/2022 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 05/2017 | 05/2022 |
| Monro Muffler | Rochester | NY | 04/2017 | 05/2017 |
| Excellus | Rochester | NY | 10/2016 | 02/2017 |
| Horizon Investments, Llc | Charlotte | NC | 06/2022 | Present |
| Quasar Distributors, Llc | Charlotte | NC | 06/2022 | Present |
1) Horizon Investments LLC; Investment Related; Charlotte, NC; Began 06/2022; Consulting/strategy; Portfolio Strategist; Provide services to shareholders which includes discussing the Fund/ETF; 168 hours per month with 0 during trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-10-27 |
| S65 | Uniform Investment Adviser Law Examination | 2017-12-07 |
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