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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
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 |
|---|---|---|---|---|
| Liberty University | Lynchburg | VA | 08/2014 | 12/2017 |
| Northwestern Mutual | Lynchburg | VA | 05/2017 | 11/2017 |
| Fisher Investments | Plano | TX | 01/2018 | 07/2018 |
| Liberty Mutual Insurance | Plano | TX | 08/2018 | 01/2021 |
| Fisher Investments | Plano | TX | 02/2021 | 11/2021 |
| Liberty University | Lynchburg | VA | 12/2021 | 02/2023 |
| Fidelity Investments | Durham | NC | 02/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-12 |
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