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Advisor at HORIZON INVESTMENTS LLC
CHARLOTTE, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| HORIZON INVESTMENTS LLC | Asset manager | Feb 1, 2024 | n/a | yes | CHARLOTTE, NC | Current employment |
| MORNINGSTAR INVESTMENT SERVICES LLC | Former SEC adviser | Jan 11, 2010 | Dec 21, 2023 | no | CHICAGO, IL|CHICAGO, IL|CHICAGO, IL|ANDOVER, MA|SOMERVILLE, MA | Previous registration |
| EATON VANCE MANAGEMENT | Asset manager | Aug 26, 2008 | Jan 6, 2010 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT SERVICES LLC | HORIZON INVESTMENTS LLC | Dec 21, 2023 | Feb 1, 2024 | 42 | Firm change | Other |
| EATON VANCE MANAGEMENT | MORNINGSTAR INVESTMENT SERVICES LLC | Jan 6, 2010 | Jan 11, 2010 | 5 | Firm change | Other |