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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
| NC | RA | APPROVED | 2025-04-28 |
Branch Locations
609 Green Valley Rd, Greensboro, NC 27408-7717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Village Tavern | Greensboro | NC | 09/2016 | 03/2018 |
| Dominos Pizza | Greensboro | NC | 05/2018 | 09/2018 |
| Primeflight Aviation Services | Greesnboro | NC | 11/2018 | 01/2019 |
| Mythos Grill | Greensboro | NC | 01/2019 | 07/2019 |
| Starmount Forest Country Club | Greensboro | NC | 08/2019 | 10/2021 |
| Fidelity Investments Llc | Greensboro | NC | 10/2021 | Present |
| Unemployed | Greensboro | NC | 09/2011 | 09/2016 |
OBA-63754|OrgNmn:Cook's Spotless Janitorial Service|Org Addr:Greensboro,North Caro,US|OBA Nature:Janitorial Service|Invst Rel:N|Title:Cleaning Attendant|Duties:Cleaning a retail building|StrtDt:11-12-19|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-12 |
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