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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 01/2012 | 11/2020 |
| Procurement & Contract Services Solutions (Pcss) | Charlotte | NC | 11/2020 | 03/2022 |
| Fidelity Investments | Atlanta | GA | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-67579|OrgNmn:Procurement & Contract Services Solutions (PCSS)|Org Addr:Charlotte,North Caro,US|OBA Nature:Transportation Consulting|Invst Rel:N|Title:Officer|Duties:Financial officer with administrative duties of approx 5 hours per month|StrtDt:03-21-22|TotHrs/mon:5|TrdHrs/mon:0|OBA-114779|OrgNmn:Jamaican American Cultural Association|Org Addr:Charlotte,,North Caro,US|OBA Nature:JACA promotes cultural awarene|Invst Rel:N|Title:Board member|Duties:Help to plan and implement activities for the organization|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-16 |
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