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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
4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859 • United States
Wake Forest, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Raleigh | NC | 04/2014 | 05/2017 |
| Fidelity Brokerage Services Llc | Raleigh | NC | 06/2014 | 05/2017 |
| Strategic Advisers, Inc. | Raleigh | NC | 10/2014 | 05/2017 |
| Tiaa | Durham | NC | 05/2017 | 06/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Durham | NC | 05/2017 | 06/2020 |
| Fidelity Investments | Raleigh | NC | 06/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-16 |
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