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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 |
|---|---|---|---|---|
| One Main Financial | Mebane | NC | 10/2016 | 12/2022 |
| Fidelity Investments | Durham | NC | 01/2023 | Present |
| Core Realty Services | Greensboro | NC | 07/2015 | 10/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-24 |
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