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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 |
Branch Locations
100 New Millennium Way, Durham, NC 27709-8204 • United States
Durham, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 08/2002 | 04/2017 |
| Tiaa | Lewisville | TX | 08/2002 | 04/2017 |
| Unemployed | Ridgeland | MS | 04/2017 | 09/2017 |
| Regions Bank | Jackson | MS | 09/2017 | 09/2020 |
| Cetera Investment Advisers Llc | Jackson | MS | 05/2018 | 01/2020 |
| Cetera Investment Services Llc | St. Cloud | MN | 05/2018 | 01/2020 |
| United Parcel Service | Jackson | MS | 12/2020 | 01/2021 |
| Regions Bank | Selma | AL | 03/2021 | 06/2022 |
| Fidelity Investments | Durham | NC | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-10-20 |
| S66 | Uniform Combined State Law Examination | 2001-07-11 |
| S65 | Uniform Investment Adviser Law Examination | 1997-12-10 |
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