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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
Fuquay Varina, NC • United States
100 New Millennium Way, Durham, NC 27709-8204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 09/2021 | Present |
| Wells Fargo Bank Na | Cary | NC | 03/2019 | 09/2021 |
| Sprint Wireless | Raleigh | NC | 11/2018 | 03/2019 |
| Verizon Wireless | Forest | VA | 07/2017 | 11/2018 |
| Cricket Wireless | Lynchburg | VA | 03/2017 | 07/2017 |
| Bob Evans Farms | Lynchburg | VA | 05/2015 | 03/2017 |
| Liberty University | Lynchburg | VA | 08/2016 | 03/2019 |
| Notum Marketing Llc | Cary | NC | 10/2019 | 09/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-25 |
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