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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 07/2019 | 08/2020 |
| Self-Employed | Charlotte | NC | 02/2019 | 06/2019 |
| Bardo | Charlotte | NC | 02/2019 | 02/2019 |
| Kipos Greek Taverna | Chapel Hill | NC | 06/2017 | 12/2018 |
| Might As Well Bar And Grill | Chapel Hill | NC | 01/2017 | 04/2017 |
| Living Kitchen | Chapel Hill | NC | 03/2017 | 04/2017 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2014 | 12/2018 |
| Top Of The Hill | Chapel Hill | NC | 08/2014 | 12/2016 |
| E*Trade Securities Llc | Charlotte | NC | 08/2020 | 11/2022 |
| E*Trade Capital Management, Llc | Charlotte | NC | 06/2022 | 11/2022 |
| Fidelity Investments | Covington | KY | 12/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-06 |
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