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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
Huntersville, NC • United States
16740 Birkdale Commons Pkwy Ste 301, Huntersville, NC 28078-4463 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Huntersville | NC | 04/2023 | Present |
| Medical Properties Trust | Luxembourg | 02/2020 | 11/2022 | |
| Deloitte Luxembourg | Luxembourg | 10/2019 | 02/2020 | |
| Hsbc | New York City | NY | 06/2018 | 08/2018 |
| Harvey Najim Center At St. Mary's University | San Antonio | TX | 04/2018 | 05/2019 |
| St. Mary's University | San Antonio | TX | 08/2018 | 05/2019 |
| St. Mary's University | San Antonio | TX | 08/2015 | 05/2019 |
| Schmalkalden Univsersity | Schmalkalden | 06/2017 | 07/2017 | |
| Coach For College | Ho Chi Minh And Hau Giang | 07/2017 | 08/2017 | |
| Unemployed | Luxembourg | 06/2019 | 10/2019 | |
| Unemployed | Huntersville | NC | 12/2022 | 04/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-131650|OrgNmn:NA (TBD)|Org Addr:Huntersvil,North Caro,US|OBA Nature:Wholesale Diamonds Sales|Invst Rel:N|Title:Officer|Duties:Business operations, sales, assisting with accounting and payments, customer relations, business development|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-12 |
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