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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
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 |
|---|---|---|---|---|
| Cyclebar | Cornelius | NC | 03/2018 | 07/2018 |
| Rockbox | Huntersville | NC | 06/2018 | 03/2019 |
| Herbalife | Cornelius | NC | 06/2018 | 03/2019 |
| University Of North Carolina At Charlotte Recreational Services | Charlotte | NC | 04/2017 | 05/2018 |
| Fidelity Brokerage Services | Huntersville | NC | 06/2019 | Present |
| In College-- Unemployed | Charlotte | NC | 09/2015 | 03/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-13 |
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