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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greensboro | NC | 01/2023 | 08/2025 |
| Ups | Raleigh | NC | 11/2022 | 01/2023 |
| Orchard Brokerage | Raleigh | NC | 04/2022 | 11/2022 |
| Redfin | Raleigh | NC | 05/2021 | 04/2022 |
| Target | Wilson | NC | 08/2020 | 05/2021 |
| Modern Woodmen Financial | Greensboro | NC | 08/2019 | 07/2020 |
| Sams Xpress Car Wash Llc | Rocky Mount | NC | 06/2020 | 02/2021 |
| Shipt Inc. | Birmingham | AL | 01/2019 | Present |
| Aaa- Carolinas | Greensboro | NC | 12/2019 | 06/2020 |
| Tidal Wave Auto Spa | Greensboro | NC | 06/2017 | 03/2022 |
| University Of North Carolina At Greensboro | Greensboro | NC | 08/2015 | 12/2019 |
| Hendrick Gm Southpoint | Durham | NC | 04/2021 | 05/2021 |
| 121Mentoring | Greensboro | NC | 02/2018 | 03/2019 |
| New Western Llc | Greensboro | NC | 09/2021 | 11/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | 08/2025 |
| Charles Schwab | Cary | NC | 08/2025 | Present |
| Redfin | Morrisville | NC | 12/2023 | 08/2025 |
| Charles Schwab Bank | Cary | NC | 08/2025 | Present |
1) Shipt | Investment Related:No|420 20th St N #100|Personal/Household Services|Shopper|2019-01-01|Less than 20|0|I shop customer orders from places such as Target & Harris Teeter, and deliver the items directly to the customer at their residence.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-27 |
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