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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
100 New Millennium Way, Durham, NC 27709-8204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | North Carolina | NC | 04/2023 | 12/2023 |
| The Meadows At Walnut Cove | North Carolina | NC | 04/2016 | 04/2021 |
| Weshield | New York | NY | 08/2021 | 03/2023 |
| Ukraine Friends Kyiv, Ukr/Remote | New York | NY | 02/2022 | 03/2023 |
| Southern National Roofing | Greensboro | NC | 02/2023 | 03/2023 |
| Fidelity Investments | Durham | NC | 01/2024 | Present |
| Northwestern Mutual | Nc | NC | 04/2021 | 08/2021 |
| River Landing At Sandy Ridge | North Carolina | NC | 05/2017 | 09/2017 |
| Unemployed | Kernersville | NC | 01/2014 | 06/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-29 |
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