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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
380 Knollwood St Suite 740, Winston-Salem, NC 27103-1840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Winston-Salem | NC | 12/2022 | Present |
| Allegacy Investment Group | Clemmons | NC | 02/2022 | 12/2022 |
| Allegacy Federal Credit Union | Winston Salem | NC | 09/2021 | 02/2022 |
| Adams Community Bank | Adams | MA | 08/2017 | 08/2021 |
| Berkshire Bank | Pittsfield | MA | 06/2016 | 05/2017 |
| Adcart | Albany | NY | 05/2017 | 08/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-13 |
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