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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_RES | 2025-03-31 |
Branch Locations
100 New Millennium Way, Durham, NC 27709-8204 • 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 |
|---|---|---|---|---|
| Wlmart | Raymound | NH | 05/2016 | 01/2022 |
| Fidelity Investments | Merrimack | NH | 01/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-111799|OrgNmn:Uber Driver |Org Addr:Apex,North Caro,US|OBA Nature:Driving clients |Invst Rel:N|Title:Independent Contractor|Duties:will be driving customers to their destination|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-11 |
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