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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-14 |
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 |
|---|---|---|---|---|
| Unemployed | Winston Salem | NC | 12/2020 | 02/2021 |
| New York Life Insurance Co. | Charlotte | NC | 05/2022 | 02/2023 |
| University Of Nc-Greensboro | Greensboro | NC | 08/2018 | 12/2020 |
| Unemployed | Winston-Salem | NC | 03/2025 | 07/2025 |
| State Employees' Credit Union | Greensboro | NC | 10/2023 | 08/2024 |
| Five Points Restaurant | Winston Salem | NC | 05/2018 | 08/2018 |
| Secu Brokerage Services | Winston Salem | NC | 09/2024 | 03/2025 |
| Early College Of Forsyth | Winston Salem | NC | 08/2014 | 05/2018 |
| Forsyth Technological Community College | Winston Salem | NC | 08/2021 | 05/2022 |
| Fidelity Investments | Winston-Salem | NC | 07/2025 | Present |
| Secu Life Insurance Company | Winston Salem | NC | 08/2024 | 03/2025 |
| Helzberg Diamonds | Winston Salem | NC | 08/2019 | 12/2020 |
| Winston Salem Forsyth County School System | Winston Salem | NC | 02/2021 | 07/2021 |
| Unemployed | Charlotte | NC | 02/2023 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-07 |
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