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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-24 |
| TX | RA | APPROVED | 2026-08-24 |
Branch Locations
100 New Millennium Way, Durham, NC 27709-8204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Absolute Dental Services Inc | Durham | NC | 06/2022 | 06/2023 |
| Mercedes Benz Of Durham | Durham | NC | 08/2021 | 02/2022 |
| The Cheesecake Factory | Durham | NC | 06/2021 | 08/2021 |
| Killer Queen | Durham | NC | 02/2022 | 04/2022 |
| Mk Muscle Beach 3 Llc | Durham | NC | 06/2022 | 07/2022 |
| Food Lion | Durham | NC | 06/2016 | 01/2017 |
| Cost Plus World Market | Durham | NC | 02/2017 | 08/2017 |
| Frankies Fun Park | Durham | NC | 06/2018 | 08/2018 |
| Universal Studios Orlando | Orlando | FL | 05/2019 | 07/2019 |
| East Carolina University | Greenville | NC | 01/2020 | 05/2021 |
| Fidelity Investments | Boston | MA | 06/2023 | Present |
| Durham School Of The Arts | Durham | NC | 08/2013 | 06/2017 |
| East Carolina University | Greenville | NC | 08/2017 | 11/2021 |
| World Market | Durham | NC | 02/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-05 |
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