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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 |
|---|---|---|---|---|
| Unc Charlotte Recreational Sevices | Charlotte | NC | 10/2014 | 01/2017 |
| Unc Charlotte Cone Center | Charlotte | NC | 02/2015 | 10/2016 |
| Technocom Business Systems | Charlotte | NC | 10/2016 | 07/2017 |
| Charlotte Engineering Camp | Charlotte | NC | 07/2017 | 08/2017 |
| Web.cOm | Charlotte | NC | 09/2017 | 11/2017 |
| Rex Imagery Llc | Charlotte | NC | 11/2017 | 07/2019 |
| Hornet Moving Company | Charlotte | NC | 07/2019 | 09/2019 |
| Amazon | Charlotte | NC | 09/2019 | 07/2021 |
| Southeastern Healthcare Of Nc | Raleigh | NC | 08/2021 | 04/2022 |
| Fidelity Investments | Durham | NC | 04/2022 | Present |
| Unc Charlotte | Charlotte | NC | 08/2013 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-08 |
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