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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 |
Branch Locations
7011 Fayetteville Rd Suite 110, Durham, NC 27713-7745 • United States
Raleigh, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Raleigh | NC | 05/2017 | 08/2021 |
| The Daily Tarheel | Chapel Hill | NC | 01/2015 | 05/2017 |
| University Of North Carolina | Chapel Hill | NC | 07/2014 | 05/2018 |
| Raymond James Financial Services Advisors Inc. | Raleigh | NC | 10/2018 | 08/2021 |
| Fidelity Investments | Durham | NC | 08/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-26 |
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