Matthew Bond is a registered investment advisor, based in Charlotte, NC, with 25 years of industry experience.
Location
6210 Ardrey Kell Road, Ste 300, Charlotte, NC, 28277
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Matthew works as a wholesaler for Horizon Investments, providing Investment Advisor Services (IAS). This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
Quasar Distributors, LLCBroker
January 2016 - Present · 10 yrs 3 mos
Horizon Investments LLC
November 2015 - Present · 10 yrs 5 mos
Previous Registrations
TD Ameritrade, INC.Broker
March 2014 - October 2015 · 1 yr 7 mos
Amerivest Investment Management, LLC
March 2014 - October 2015 · 1 yr 7 mos
TD Ameritrade, INC.
March 2014 - October 2015 · 1 yr 7 mos
Wells Fargo Advisors, LLC
January 2007 - March 2014 · 7 yrs 2 mos
Wells Fargo Advisors, LLCBroker
August 2006 - March 2014 · 7 yrs 7 mos
UBS Financial Services INC.Broker
January 2001 - August 2006 · 5 yrs 7 mos
State Registrations11 states
DCDEILINMDNCNJPAVAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.