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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-08 |
| NC | RA | APPROVED | 2026-01-28 |
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 |
|---|---|---|---|---|
| Evershine Carwash | Greensboro | NC | 06/2021 | 08/2021 |
| Greensboro Ice House | Greensboro | NC | 06/2019 | 08/2019 |
| Chipotle Mexican Grill | Greensboro | NC | 08/2020 | 06/2021 |
| Page High School | Greensboro | NC | 08/2019 | 06/2020 |
| Appalachian State U | Boone | NC | 08/2021 | 05/2022 |
| Blowing Rock Country Club | Blowing Rock | NC | 06/2025 | 07/2025 |
| Appalachian State U | Boone | NC | 08/2023 | 02/2024 |
| Greensboro Country Club | Greensboro | NC | 05/2022 | 08/2022 |
| Piedmont Classical | Browns Summit | NC | 08/2015 | 06/2019 |
| Greensboro Country Club | Greensboro | NC | 05/2023 | 08/2023 |
| Appalachain State U | Boone | NC | 08/2022 | 05/2023 |
| Greensboro Ice House | Greensboro | NC | 06/2020 | 08/2020 |
| Fidelity Investments | Huntersville | NC | 08/2025 | Present |
| Town Tavern Blowing Rock | Blowing Rock | NC | 02/2024 | 06/2025 |
OBA-127936|OrgNmn:DoorDash|Org Addr:San Franci,California,US|OBA Nature:Delivery Driver |Invst Rel:N|Title:Independent Contractor|Duties:Delivery driver who delivers food items to customers |StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-27 |
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