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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
Raleigh, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chipotle | Morrisville | NC | 08/2016 | 09/2019 |
| Unemployed | Unemployed | NC | 09/2016 | 07/2017 |
| Qdoba | Apex | NC | 07/2017 | 09/2019 |
| Unc Charlotte | Charlotte | NC | 09/2019 | 12/2022 |
| Unemployed | Unemployed | NC | 09/2019 | 03/2020 |
| Fastenal | Morrisville | NC | 03/2020 | 08/2021 |
| Doordash | Cary | NC | 06/2020 | 08/2020 |
| Opendoor | Charlotte | NC | 08/2021 | 06/2022 |
| Bellhop | Cary | NC | 06/2022 | 12/2022 |
| Fidelity Investments | Durham | NC | 01/2023 | Present |
| Thales Academy | Apex | NC | 01/2013 | 06/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-10 |
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