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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-05 |
Branch Locations
255 State Street 6Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 08/2020 | 11/2023 |
| Colby-Sawyer College | New London | NH | 08/2016 | 05/2020 |
| Hazel & Company Real Estate | Harvard | MA | 05/2019 | 08/2020 |
| Vivint Solar | Shrewsbury | MA | 06/2018 | 08/2018 |
| Colby-Sawyer College | New London | NH | 09/2016 | 11/2016 |
| Unemployed | Harvard | MA | 11/2023 | 03/2024 |
| Cetera Advisor Networks | El Segundo | CA | 03/2024 | 05/2025 |
| True Wealth Advisor Group | Hudson | MA | 03/2024 | 05/2025 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 05/2025 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-02 |
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