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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
4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859 • United States
Pittsboro, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Stuttgart | 07/2017 | 12/2017 | |
| Usag Stuttgart Child And Youth Services | Patch Barracks, Stuttgart-Vaihingen | 05/2017 | 07/2017 | |
| Usag Stuttgart Tax Center | Kelly Barracks, Stuttgart-Möhringen | 02/2017 | 05/2017 | |
| Unemployed | Stuttgart | 01/2017 | 02/2017 | |
| Burger King | Panzer Kaserne, Stuttgart-Boblingen | 09/2016 | 01/2017 | |
| Unemployed | Stuttgart | 07/2016 | 09/2016 | |
| First Command Financial Planning, Inc. | Fort Worth | TX | 07/2017 | 12/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 01/2018 | 12/2020 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 01/2018 | 12/2020 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 01/2018 | 12/2020 |
| Fidelity Investments | Raleigh | NC | 12/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-19 |
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