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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-16 |
| CA | RA | APPROVED | 2025-12-02 |
Branch Locations
21701 Hawthorne Blvd, Torrance, CA 90503-7001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 11/2018 | 07/2025 |
| Fidelity Investments | Torrance | CA | 07/2025 | Present |
| Prestonwood Country Club | Chapel Hill | NC | 08/2017 | 12/2017 |
| Unc Student Stores | Chapel Hill | NC | 12/2017 | 12/2017 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 12/2017 | 11/2018 |
| Student | Boone | NC | 06/2015 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-17 |
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