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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_RES | 2025-03-31 |
Branch Locations
Greensboro, NC • United States
609 Green Valley Rd, Greensboro, NC 27408-7717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Chester (Via Mountbatten Institute) | London | 08/2015 | 10/2016 | |
| Unemployed | Tulsa | OK | 10/2016 | 02/2017 |
| Ubs Financial Services | Menlo Park | CA | 02/2017 | 09/2017 |
| Factset Research Systems | Boston | MA | 09/2017 | 04/2019 |
| Fidelity Brokerage Services Llc | Mosrristown | NJ | 04/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-26 |
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