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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326-1568 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 07/2020 | 05/2022 |
| Tiaa | Charlotte | NC | 07/2020 | 05/2022 |
| Chick-Fil-A | Cary | NC | 06/2016 | 03/2020 |
| Unc-Chapel Hill Department Of Housing And Residential Education | Chapel Hill | NC | 08/2018 | 03/2020 |
| Genworth Mortgage Insurance | Raleigh | NC | 05/2019 | 08/2019 |
| Unemployed | Cary | NC | 05/2020 | 07/2020 |
| Green Hope High School | Cary | NC | 08/2013 | 06/2017 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2017 | 05/2020 |
| Army National Guard | Charlotte | NC | 12/2020 | 04/2022 |
| Fidelity Investments | Charlotte | NC | 05/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-15 |
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