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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Assurance | Columbia | SC | 03/2016 | 06/2017 |
| Valic Financial Advisors, Inc. | Columbia | SC | 06/2017 | 06/2020 |
| Liberty Mutual Insurance | Bangor | ME | 08/2020 | 07/2022 |
| Fidelity Investments | Durham | NC | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-04 |
| S66 | Uniform Combined State Law Examination | 2017-08-01 |
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