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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-31 |
| NY | 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 |
|---|---|---|---|---|
| Unemployed | Kill Devil Hills | NC | 09/2019 | 11/2019 |
| Avalara | Durham | NC | 08/2018 | 09/2019 |
| Unemployed | Kill Devil Hills | NC | 05/2018 | 08/2018 |
| Roosters Southern Kitchen | Kill Devil Hills | NC | 06/2015 | 08/2017 |
| East Carolina University | Greenville | NC | 08/2014 | 05/2018 |
| Axa Advisors, Llc | New York | NY | 12/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 12/2019 | 09/2021 |
| Fidelity Investments | New York | NY | 11/2021 | Present |
| Unemployed | New York City | NY | 09/2021 | 11/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-07 |
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