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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 |
|---|---|---|---|---|
| Apple Bees | Rego | NY | 01/2015 | 04/2017 |
| Apple Bee Gold | Raliegh | NC | 05/2017 | 09/2020 |
| The Chefs Adacemy | Raliegh | NC | 10/2017 | 09/2019 |
| Thompson Hospiliality | Raleigh | NC | 10/2017 | 09/2019 |
| Chiptole | Raleigh | NC | 04/2020 | 05/2020 |
| Unemployment | Raleigh | NC | 06/2020 | 07/2020 |
| Johnson Wales University | Charlotte | NC | 09/2020 | 08/2022 |
| Planet Hollywood | Charlotte | NC | 02/2021 | 04/2021 |
| Virgil Tacos | Raleigh | NC | 06/2021 | 10/2021 |
| Fed Ex Ground | Durham | NC | 11/2021 | 01/2022 |
| North Ridge Country Club | Raliegh | NC | 03/2021 | 07/2021 |
| Hawthrone Senior Living | Raleigh | NC | 01/2022 | 07/2022 |
| Ruth Chris | Cary | NC | 09/2022 | 10/2022 |
| Fidelity Investments | Durham | NC | 10/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-106328|OrgNmn:gig pro|Org Addr:raleigh,North Caro,US|OBA Nature:dishwasher or cooking|Invst Rel:N|Title:Independent Contractor|Duties:dishwasher,serve or cook |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|OBA-93355|OrgNmn:minddourbusiness|Org Addr:raleigh,North Caro,US|OBA Nature:Creating sustaniblity food |Invst Rel:N|Title:Sole Proprietor|Duties:none |StrtDt:09-16-22|TotHrs/mon:3|TrdHrs/mon:0|OBA-127417|OrgNmn:Lowes|Org Addr:Clayton,North Caro,US|OBA Nature:Home improvement|Invst Rel:N|Title:Loader|Duties:Unloading trucks|StrtDt:02-14-26|TotHrs/mon:18|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-12 |
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