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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
Chapel Hill, NC • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Paramus | NJ | 08/2016 | 03/2019 |
| Bank Of America, N.A. | Paramus | NJ | 10/2016 | 03/2019 |
| Wells Fargo Clearing Services, Llc | Durham | NC | 03/2020 | 04/2021 |
| Wells Fargo Bank, Na | Durham | NC | 03/2020 | 04/2021 |
| Unemployed | Franklin Lakes | NJ | 03/2019 | 03/2020 |
| Fidelity Investments | Morrisville | NC | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-16 |
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