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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-26 |
Branch Locations
5335 Ballantyne Commons Pkwy Suite 100, Charlotte, NC 28277-0693 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 06/2021 | Present |
| University Of Alabama | Tuscaloosa | AL | 08/2017 | 05/2021 |
| The Fresh Market | Tuscaloosa | AL | 06/2020 | 09/2020 |
| Cavalry Baptist Church | Tuscaloosa | AL | 01/2020 | 04/2020 |
| Daysrping Baptist Church | Mobile | AL | 05/2019 | 08/2019 |
| Daysring Baptist Church | Mobile | AL | 05/2018 | 08/2018 |
| Daysrping Baptist Church | Mobile | AL | 05/2017 | 08/2017 |
| Baker High School | Mobile | AL | 08/2013 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-07 |
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