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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
75 Port City Landing Suite 410, Mount Pleasant, SC 29464-1871 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc | San Francisco | CA | 03/2014 | 09/2016 |
| Raymond James & Associates, Inc. | San Francisco | CA | 09/2016 | 09/2016 |
| Fidelity Brokerage Services Llc | Seal Beach | CA | 09/2016 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-121839|OrgNmn:Uber|Org Addr:Charleston,South Caro,US|OBA Nature:Rideshare Driving|Invst Rel:N|Title:Driver|Duties:rideshare driving outside of work hours|StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-11 |
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