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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-02 |
| TX | RA | APPROVED | 2026-07-02 |
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 |
|---|---|---|---|---|
| Lowes Foods | Apex | NC | 06/2021 | 06/2021 |
| Officemax | Apex | NC | 08/2022 | 08/2022 |
| Ronzio Pizza & Subs | Smithfield | RI | 09/2018 | 10/2018 |
| Bryant Student Telefund Program | Smithfield | RI | 01/2019 | 12/2019 |
| Hopkinton Country Club | Hopkinton | MA | 05/2017 | 06/2019 |
| Cambridge Village Of Wilmington | Wilmington | NC | 08/2023 | 04/2024 |
| Uncw Housing & Residence Life | Wilmington | NC | 08/2021 | 05/2022 |
| Hopkinton High School | Hopkinton | MA | 07/2015 | 05/2017 |
| Defy Gravity | Apex | NC | 06/2021 | 07/2021 |
| Fidelity Investments | Durham | NC | 10/2024 | Present |
| Cambridge Village Of Apex | Apex | NC | 09/2022 | 10/2024 |
| University Of North Carolina Wilmington | Wilmington | NC | 01/2021 | 05/2024 |
| Unemployed | Apex | NC | 01/2020 | 01/2021 |
| Bryant University | Smithfield | RI | 09/2017 | 12/2019 |
| Academy Sports + Outdoors | Apex | NC | 05/2022 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-19 |
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