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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
Greensboro, NC • United States
609 Green Valley Rd, Greensboro, NC 27408-7717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greensboro | NC | 07/2023 | Present |
| Elon University | Elon | NC | 06/2021 | 05/2023 |
| Elon University | Elon | NC | 08/2019 | 05/2023 |
| Fidelity Investments | Greensboro | NC | 06/2022 | 08/2022 |
| Milestone Wealth Management | Elon | NC | 06/2021 | 08/2021 |
| Kroger | Lynchburg | VA | 05/2020 | 08/2020 |
| Virginia Episcopal School | Lynchburg | VA | 08/2015 | 05/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-06 |
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