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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
Durham, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Finwell, Inc. | Encino | CA | 02/2017 | 06/2022 |
| Ucla Extension | Los Angeles | CA | 03/2015 | 09/2017 |
| Finwell Asset Advisors, Llc | Encino | CA | 07/2019 | 09/2020 |
| Finwell, Inc. | Encino | CA | 10/2020 | 06/2022 |
| Fidelity Brokerage Services | Raleigh | NC | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-121880|OrgNmn:BahamaWay|Org Addr:Durham,North Caro,US|OBA Nature:Promoting travel and cultural |Invst Rel:N|Title:Sole Proprietor|Duties:Manage content, vendor outreach and trip planning. |StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-16 |
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