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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
100 New Millennium Way, Durham, NC 27709-8204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 07/2009 | 03/2017 |
| Self-Employed | Raleigh | NC | 04/2017 | 02/2018 |
| Principal Life Insurance Company | Raleigh | NC | 03/2018 | 08/2021 |
| Principal Securities, Inc. | Raleigh | NC | 03/2018 | 08/2021 |
| Fidelity Investments | Durham | NC | 08/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-20 |
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