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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
380 Knollwood St Suite 740, Winston-Salem, NC 27103-1840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Lansing | MI | 11/2015 | 06/2021 |
| Helcher's Black Belt Academy | Saint Louis | MI | 04/2006 | 06/2020 |
| Woodbury Financial Services Inc | Greensboro | NC | 06/2021 | 12/2021 |
| Lpl Financial Llc | Greensboro | NC | 01/2022 | 04/2022 |
| Independent Advisor Alliance | Greensboro | NC | 01/2022 | 04/2022 |
| Fidelity Investments | Winston-Salem | NC | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-89335|OrgNmn:Notary Public - North Carolina|Org Addr:Winston-Sa,North Caro,US|OBA Nature:I am a notary public. I have |Invst Rel:N|Title:Notary Public|Duties:Providing notary services to the public|StrtDt:10-14-21|TotHrs/mon:3|TrdHrs/mon:3|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-09 |
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