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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 |
| SC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
4611 Sharon Rd Two Coltsgate, Charlotte, NC 28211-3529 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 07/2022 | 07/2023 |
| Unemployed | Charleston | SC | 06/2022 | 06/2022 |
| Full-Time Education At The Citadel | Charleston | SC | 08/2021 | 05/2022 |
| Bank Of America Internship | Charleston | SC | 06/2021 | 08/2021 |
| Full-Time Education At The Citadel | Charleston | SC | 08/2020 | 05/2021 |
| Unemployed | Charleston | SC | 06/2020 | 07/2020 |
| Full-Time Education At The American College Of Greece | Athens | 01/2020 | 05/2020 | |
| Full-Time Education At The Citadel | Charleston | SC | 08/2019 | 12/2019 |
| Daniel Island Marina | Charleston | SC | 06/2019 | 07/2019 |
| Full-Time Education At The Citadel | Charleston | SC | 08/2018 | 05/2019 |
| Daniel Island Marina | Charleston | SC | 06/2018 | 07/2018 |
| Full-Time Education At Bishop England High School | Charleston | SC | 08/2017 | 05/2018 |
| Lowcountry Premier Custom Homes | Charleston | SC | 06/2017 | 07/2017 |
| Full-Time Education At Bishop England High School | Charleston | SC | 08/2016 | 05/2017 |
| Fidelity Investments | Charlotte | NC | 07/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-19 |
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