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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
580 New Waverly Pl Ste 240, Cary, NC 27518-7406 • United States
2500 Regency Parkway, Cary, NC 27518-8549 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prosperity Capital Group, Inc. | Raleigh | NC | 03/2016 | 04/2019 |
| Prosperity Capital Group Inc. | Raleigh | NC | 12/2016 | 04/2019 |
| Asset Protectors & Advisors, Inc. | Raleigh | NC | 06/2016 | 04/2019 |
| Prosperity Marketing Group, Inc. | Raleigh | NC | 06/2016 | 04/2019 |
| Eqis Capital Management | Cary | NC | 12/2016 | 04/2019 |
| Principal Life Insurance Company | Raleigh | NC | 04/2019 | 03/2024 |
| Principal Securities Inc. | Raleigh | NC | 05/2019 | 03/2024 |
| Fidelity Investments | Cary | NC | 04/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-19 |
| S65 | Uniform Investment Adviser Law Examination | 2016-11-12 |
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