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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-11 |
| NC | RA | APPROVED | 2025-07-21 |
| FL | RA | APPROVED | 2025-07-15 |
Branch Locations
4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 07/2011 | 06/2025 |
| Bank Of America, N.A. | Jacksonville | FL | 03/2015 | 06/2025 |
| Fidelity Investments | Raleigh | NC | 06/2025 | Present |
OBA-120405|OrgNmn:South Carolina Building Preservation Corporation|Org Addr:Columbia,South Caro,US|OBA Nature:preserve buildings that repres|Invst Rel:N|Title:shareholder|Duties:listen to new initiatives that the non profit is considering pursuing |StrtDt:06-26-25|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-119988|OrgNmn:CB White Properties LLC|Org Addr:Florence,South Caro,US|OBA Nature:The entity operates a resident|Invst Rel:Y|Title:Managing Member|Duties:Collect rent and contract out property maintenance on an as needed basis. The entity is a single member LLC and I am the only owner. |StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-120002|OrgNmn:WBD Development Inc|Org Addr:Lexington,South Caro,US|OBA Nature:WBD DEVELOPMENT represents com|Invst Rel:Y|Title:Vice President|Duties:My father owns the entity and has named my brother and myself as Vice Presidents of the S Corp. I have no tasks of duties and there is never i|StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-03 |
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