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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-08 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Raleigh | NC | 06/2025 | Present |
| Villa De La Fontaine | Charleston | SC | 01/2015 | 01/2020 |
| Sam'S Club | Kannapolis | NC | 05/2020 | 03/2021 |
| Thrivent Investment Management Inc | Mooresville | NC | 03/2021 | 11/2022 |
| Thrivent Financial | Appleton | WI | 03/2021 | 11/2022 |
| Asain Fusion Bowl | Mooresville | NC | 11/2021 | 06/2025 |
| Tiaa | Charlotte | NC | 01/2024 | 03/2025 |
| Trugreen Lawn Care | Charlotte | NC | 02/2020 | 04/2020 |
| Thrivent Financial | Appleton | WI | 08/2021 | 11/2022 |
OBA-121258|OrgNmn:Mr. Bowl Fusion and Sushi Mooresville LLC|Org Addr:Mooresvill,North Caro,US|OBA Nature:Asian Restaurant|Invst Rel:N|Title:I would be taking food orders, se|Duties:I would be taking food orders, serving food ordered, general hospitality, and light cleaning. |StrtDt:|TotHrs/mon:32|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-02 |
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