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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 |
|---|---|---|---|---|
| Charles Schwab | Westlake | TX | 06/2022 | 08/2022 |
| Lieber State Recreation Area | Cloverdale | IN | 05/2020 | 08/2020 |
| Lieber State Recreation Area | Cloverdale | IN | 05/2017 | 09/2019 |
| Lieber State Recreation Area | Cloverdale | IN | 05/2021 | 09/2021 |
| Indiana University (Bloomington) | Bloomington | IN | 08/2019 | 05/2023 |
| Cloverdale Community School'S | Cloverdale | IN | 08/2007 | 05/2019 |
| Fidelity Investments | Durham | NC | 09/2023 | Present |
| The Fluttering Duck | Greencastle | IN | 08/2023 | 09/2023 |
| Unemployed | Cloverdale | IN | 05/2023 | 08/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-18 |
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