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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
100 New Millennium Way, Durham, NC 27709-8204 • United States
Wendell, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2015 | 05/2019 |
| Unemployed | Greensboro | NC | 05/2019 | 02/2021 |
| The Prudential Insurance Company Of America | Charlotte | NC | 02/2021 | 04/2021 |
| Fidelity Investments | Durham | NC | 05/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-10 |
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