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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
5335 Ballantyne Commons Pkwy Suite 100, Charlotte, NC 28277-0693 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 07/2021 | Present |
| Aflac Insurance | Rochester | NY | 05/2018 | 08/2019 |
| Fischer Investment Group | Rochester | NY | 05/2018 | 09/2018 |
| Pro Player Insiders | Rochester | NY | 07/2018 | 07/2019 |
| Applebee's Restaurant | Rochester | NY | 05/2017 | 08/2017 |
| Pepperdine University | Malibu | CA | 09/2017 | 05/2021 |
| Mcquaid Jesuit High School | Rochester | NY | 08/2011 | 06/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-07 |
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