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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-08 |
| NC | RA | APPROVED | 2025-03-31 |
Branch Locations
16740 Birkdale Commons Pkwy Ste 301, Huntersville, NC 28078-4463 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Bethesda | MD | 05/2019 | 08/2019 |
| University Of South Carolina | Columbia | SC | 08/2016 | 05/2020 |
| Hampshire Greens Golf Course | Ashton | MD | 05/2017 | 08/2017 |
| Fidelity Brokerage Services Llc | Charlotte | NC | 07/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-21 |
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