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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 |
Branch Locations
7011 Fayetteville Rd Suite 110, Durham, NC 27713-7745 • United States
Durham, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Columbus | OH | 07/2021 | 07/2022 |
| Dell Technologies | Columbus | OH | 07/2020 | 07/2021 |
| Scott's Miracle-Gro | Columbus | OH | 05/2019 | 08/2019 |
| The Superior Group | Columbus | OH | 08/2019 | 03/2020 |
| The Ohio State University / Grandview Heights High School | Columbus | OH | 07/2011 | 05/2020 |
| Prudential Insurance Company Of America | Columbus | OH | 01/2022 | 07/2022 |
| Fidelity Investments | Durham | NC | 08/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-21 |
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