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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
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 |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 09/2021 | Present |
| Truist | Carrboro | NC | 09/2019 | 09/2021 |
| Bank Of America | Carrboro | NC | 07/2015 | 08/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-123664|OrgNmn:Rising Sun Retreats LLC|Org Addr:Chapel Hil,North Caro,US|OBA Nature:My husband and I are owners of|Invst Rel:Y|Title:Manager|Duties:Communicate with contracted property management business as well as tax/accounting firm. |StrtDt:01-01-26|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-03 |
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