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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 | 2025-03-31 |
Branch Locations
100 New Millennium Way, Durham, NC 27709-8204 • United States
Pittsboro, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 09/2023 | Present |
| Self-Employed | Pittsboro | NC | 03/2023 | 09/2023 |
| Unemployed | Pittsboro | NC | 10/2022 | 03/2023 |
| Movement Mortgage | Durham | NC | 06/2021 | 10/2022 |
| Victorian Finance, Llc | Durham | NC | 07/2019 | 06/2021 |
| Primelending, A Plainscapital Company | Durham | NC | 07/2017 | 05/2019 |
| Homeside Financial, Llc | Durham | NC | 05/2016 | 07/2017 |
| Protect Painters Of North Raleigh And Wake Forest | Chapel Hill | NC | 01/2014 | 10/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-17 |
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