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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
4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Terratech Engineering Inc | Raleigh | NC | 06/2018 | 08/2018 |
| State Employees Credit Union | Raleigh | NC | 07/2020 | 01/2021 |
| Guidehouse | Raleigh | NC | 01/2021 | 05/2021 |
| Guidehouse | Raleigh | NC | 05/2021 | 12/2021 |
| 401 N West Entertainment | Raleigh | NC | 01/2020 | 03/2020 |
| Norspark Inc | Raleigh | NC | 05/2019 | 06/2019 |
| Fidelity Investments | Raleigh | NC | 02/2022 | Present |
| Cape Fear Community College | Raleigh | NC | 08/2016 | 06/2018 |
| North Carolina State University | Raleigh | NC | 08/2018 | 05/2019 |
| North Carolina State University | Raleigh | NC | 03/2020 | 07/2020 |
| North Carolina State University | Raleigh | NC | 06/2019 | 01/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-29 |
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