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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
Raleigh, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coastal Veterinary Hospital | Jacksonville | FL | 08/2016 | 10/2016 |
| American Journal Experts | Jacksonville | FL | 10/2016 | 05/2017 |
| Cambridge Proofreading | Jacksonville | FL | 05/2017 | 02/2018 |
| State Of Florida-Dept Of Business And Professional Regulation | Jacksonville | FL | 11/2016 | 06/2017 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 03/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-15 |
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