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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-28 |
| TX | RA | APPROVED | 2026-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Raleigh | NC | 12/2025 | Present |
| Precision Metals Plus | Kalamazoo | MI | 09/2020 | 07/2021 |
| Kalamazoo Community College | Kalamazoo | MI | 04/2018 | 04/2020 |
| Unemployed | Richland | MI | 08/2024 | 06/2025 |
| Western Michigan University | Kalamazoo | MI | 08/2020 | 04/2022 |
| Automation Design + Entertainment | Kalamazoo | MI | 12/2023 | 07/2024 |
| Prudential Advisors | Greensboro | NC | 06/2025 | 11/2025 |
| Advia Credit Union | Kalamazoo | MI | 07/2021 | 12/2023 |
| Neds North End Deli Sandwiches | Hickory Corners | MI | 10/2018 | 09/2020 |
| Gull Lake High School | Richland | MI | 08/2015 | 04/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-26 |
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