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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-29 |
| NC | RA | APPROVED | 2025-03-31 |
Branch Locations
380 Knollwood St Suite 740, Winston-Salem, NC 27103-1840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Winston-Salem | NC | 07/2024 | Present |
| Charles Schwab | Maitland | FL | 10/2020 | 08/2021 |
| Walt Disney World | Lake Buena Vista | FL | 06/2016 | 07/2024 |
| Fifth Third Bank | Orlando | FL | 02/2024 | 06/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-111252|OrgNmn:Walt Disney World|Org Addr:Orlando,Florida,US|OBA Nature:Theme Park|Invst Rel:N|Title:Employee|Duties:Wait tables|StrtDt:06-16-16|TotHrs/mon:0.01|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-08 |
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