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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
Durham, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Honeybaked Ham | Cary | NC | 12/2016 | 12/2020 |
| Doordash | San Francisco | CA | 07/2019 | 12/2020 |
| 12 Oaks Golf Course | Holly Springs | NC | 06/2021 | 09/2021 |
| Target | Holly Springs | NC | 09/2021 | 12/2022 |
| Fidelity Investments | Durham | NC | 01/2023 | Present |
| Fuquay-Varina High School | Fuquay-Varina | NC | 01/2013 | 12/2016 |
| Fuqay Varina High School & Brunswick Community College | Fuquay Varina & Bolivia | NC | 12/2016 | 07/2018 |
| Wake Tech Community College | Raleigh | NC | 08/2018 | 05/2020 |
| Erskine College | Due West | SC | 08/2020 | 05/2021 |
| Louisiana State University | Spring | NC | 03/2022 | 12/2022 |
| Brunswick Community College | Leland | NC | 08/2017 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-106713|OrgNmn:Honey Baked Ham|Org Addr:Cary,North Caro,US|OBA Nature:Food Service|Invst Rel:N|Title:Employee|Duties:Helping with inventory/ associate work |StrtDt:03-16-24|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-15 |
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