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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_RES | 2025-03-31 |
Branch Locations
100 New Millennium Way, Durham, NC 27709-8204 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2015 | 12/2020 |
| Yogasix At Chapel Hill | Chapel Hill | NC | 11/2019 | 01/2021 |
| Total Wine | Raleigh | NC | 08/2020 | 09/2020 |
| Sports One | Charlotte | NC | 09/2017 | 05/2018 |
| Medical Diagnostics Laboratories | Raleigh | NC | 01/2021 | 03/2021 |
| Tgi Fridays | Charlotte | NC | 02/2017 | 07/2018 |
| Romano's Macaroni Grill | Charlotte | NC | 07/2018 | 03/2020 |
| Duckworths Grill And Taphouse | Charlotte | NC | 05/2019 | 10/2019 |
| Door Dash | Raleigh | NC | 09/2020 | 12/2020 |
| Fidelity Investments | Durham | NC | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-24 |
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