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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
4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Charlotte | NC | 05/2021 | 01/2022 |
| Wells Fargo Clearing Services Llc | Florence | SC | 07/2019 | 05/2021 |
| Pnc Bank | Florence | SC | 09/2018 | 07/2019 |
| Kjs Market | Dillon | SC | 06/2018 | 09/2018 |
| Kjs Market | Florence | SC | 02/2014 | 06/2018 |
| Beehelpful Transportation | Florence | SC | 08/2013 | 01/2017 |
| Fidelity Investments | Raleigh | NC | 02/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-04 |
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