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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 |
| SC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
5335 Ballantyne Commons Pkwy Suite 100, Charlotte, NC 28277-0693 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charleston | WV | 10/2015 | 04/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charleston | WV | 10/2015 | 04/2020 |
| Fidelity Brokerage Services | St. Louis | MO | 05/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-111795|OrgNmn:Christian Life Church |Org Addr:Rock Hill ,South Caro,US|OBA Nature:Religious Institution|Invst Rel:N|Title:Assistant Pastor|Duties:Ministering to the Local Church.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-119226|OrgNmn:Almost Heaven Stays |Org Addr:Mt Nebo,West Virgi,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Officer|Duties:I am the organizer and member officer on the LLC, but my wife, Alicia Bria, will run the rental.|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-21 |
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