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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
7011 Fayetteville Rd Suite 110, Durham, NC 27713-7745 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Durham | NC | 04/2015 | 02/2022 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 02/2022 |
| Fidelity Investments | Durham | NC | 12/2022 | Present |
| Unemployed | Durham | NC | 03/2022 | 11/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-6788|OrgNmn:Southern School of Energy and Sustainability |Org Addr:Durham,North Caro,US|OBA Nature:Coaching soccer|Invst Rel:N|Title:Head Coach|Duties:Coaching high school soccer|StrtDt:08-24-15|TotHrs/mon:20|TrdHrs/mon:0|OBA-94854|OrgNmn:Triangle United Soccer Association |Org Addr:Chapel Hil,North Caro,US|OBA Nature:Develop young soccer talent |Invst Rel:N|Title:Head Soccer Coach|Duties:Coach U17 and U18 boys soccer team|StrtDt:08-23-22|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-31 |
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