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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
Chapel Hill, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 12/2021 | Present |
| Duke Raleigh Hospital | Raleigh | NC | 06/2021 | 12/2021 |
| Duke Medical Pavilion | Durham | NC | 03/2020 | 06/2021 |
| Sunbelt Staffing | Oldsmar | FL | 10/2019 | 03/2020 |
| American Mobile Healthcare | San Diego | CA | 01/2019 | 10/2019 |
| Norton'S Women'S & Children'S Hospital | Louisville | KY | 03/2018 | 12/2018 |
| Jewish Hospital | Louisville | KY | 01/2016 | 03/2018 |
| The Southern Baptist Theological Seminary | Louisville | KY | 08/2014 | 01/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-05 |
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