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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
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 |
|---|---|---|---|---|
| Full Sail University Federal Work Study | Winter Park | FL | 03/2016 | 08/2017 |
| Rhino Staging | Orlando | FL | 02/2017 | 05/2018 |
| Ts Productions | Orlando | FL | 10/2017 | 04/2018 |
| Psav | Orlando | FL | 01/2018 | 05/2018 |
| Uber | Raleigh | NC | 06/2018 | 04/2019 |
| Tga | Cary | NC | 09/2018 | 02/2019 |
| Planet Fitness | Cary | NC | 04/2019 | 08/2020 |
| Rdu Tennis | Raleigh | NC | 09/2019 | 03/2021 |
| Arthur Murray Dance Center | Cary | NC | 01/2020 | 08/2020 |
| Big Nc Tennis | Apex | NC | 03/2021 | 09/2021 |
| Fidelity Investments | Durham | NC | 09/2021 | Present |
| Backyard Bistro | Raleigh | NC | 05/2018 | 12/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-07 |
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