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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-30 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
4000 Wilson Blvd, Arlington, VA 22203-2088 • United States
Charlotte, NC • United States
16740 Birkdale Commons Pkwy Ste 301, Huntersville, NC 28078-4463 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | Richmond | VA | 06/2021 | 11/2021 |
| Uber Eats | Glen Allen | VA | 05/2020 | 06/2021 |
| Full Time Education, James Madison University | Harrisonburg | VA | 08/2019 | 05/2020 |
| Ryan Homes | Glen Allen | VA | 06/2019 | 08/2019 |
| Full Time Education, James Madison University | Harrisonburg | VA | 08/2018 | 06/2019 |
| Ryan Homes | Glen Allen | VA | 06/2018 | 08/2018 |
| Full Time Education, James Madison University | Harrisonburg | VA | 08/2017 | 06/2018 |
| American Family Fitness | Richmond | VA | 06/2017 | 08/2017 |
| The Dominion Club | Glen Allen | VA | 08/2015 | 06/2017 |
| Cambridge Associates | Arlington | VA | 11/2021 | 10/2022 |
| Fidelity Investments | Falls Church | VA | 10/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-28 |
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