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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Credit Union Investment Services | Raleigh | NC | 01/2024 | 04/2024 |
| Secu Life Insurance Company | Raleigh | NC | 01/2024 | 04/2024 |
| Secu Brokerage Services | Raleigh | NC | 01/2024 | 04/2024 |
| State Employees' Credit Union | Clyde | NC | 01/2024 | 04/2024 |
| Empower Financial Services, Inc | Greenwood Village | CO | 04/2024 | 10/2024 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2024 | 10/2024 |
| Wells Financial Management, Llc | Ashville | NC | 01/2018 | 05/2021 |
| Secu | Asheville | NC | 01/2024 | 04/2024 |
| Wells Financial Management, Llc | Ashville | NC | 08/2016 | 01/2018 |
| Fidelity Brokerage Services Llc | Asheville | NC | 05/2021 | 01/2024 |
| Empower | Asheville | NC | 04/2024 | 10/2024 |
| Dog Tag Art | Ashville | NC | 04/2016 | 07/2016 |
| Fidelity Investments | Greenville | SC | 10/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-09-07 |
| S65 | Uniform Investment Adviser Law Examination | 2018-04-02 |
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