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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
7011 Fayetteville Rd Suite 110, Durham, NC 27713-7745 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Raleigh | NC | 09/2022 | Present |
| Hendrick Automotive Group | Cary | NC | 04/2020 | 07/2022 |
| Mariner Finance | Raleigh | NC | 05/2019 | 03/2020 |
| Scotland County Schools | Laurinburg | NC | 01/2018 | 04/2019 |
| University Of North Carolina At Pembroke | Pembroke | NC | 08/2015 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-19 |
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