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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-05-10 |
Branch Locations
5208 Sunset Lake Rd., Holly Springs, NC 27540 • United States
1135 Kildaire Farm Rd, Cary, NC 27511 • United States
999 High House Rd, Cary, NC 27513 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 07/2016 | 12/2016 |
| Fidelity Brokerage Services Llc | Covington | KY | 01/2019 | 12/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 01/2017 | 01/2019 |
| Fidelity Investments | Covington | KY | 12/2020 | 04/2023 |
| Pnc Investments | Cary | NC | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-27 |
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