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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 |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 04/2021 | Present |
| Unc Cochlear Implant Lab | Chapel Hill | NC | 07/2020 | 04/2021 |
| Which Wich Superior Sandwiches | Durham | NC | 08/2020 | 03/2021 |
| Unc Liver Center | Durham | NC | 01/2020 | 05/2020 |
| Uncw Campus Life | Wilmington | NC | 12/2017 | 12/2019 |
| Hickory Tavern | Carrboro | NC | 08/2016 | 03/2020 |
| 1870 Farm | Chapel Hill | NC | 05/2019 | 08/2019 |
| Uncw Housing And Residence Life | Wilmington | NC | 01/2018 | 05/2019 |
| Ymca | Chapel Hill | NC | 02/2017 | 05/2018 |
| Chapel Hill Sportswear | Chapel Hill | NC | 12/2015 | 12/2016 |
| Durham Tech Middle College High School | Durham | NC | 08/2015 | 05/2017 |
| University Of North Carolina Wilmington | Wilmington | NC | 08/2017 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-10 |
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