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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-11-13 |
| NC | RA | APPROVED | 2025-06-09 |
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 04/2018 | 01/2020 |
| Uber (Xchange Leasing) | Jacksonville | FL | 06/2017 | 12/2017 |
| Kim's Open Door | Jacksonville | FL | 06/2017 | 07/2017 |
| Deerwood Family Eye Care | Jacksonville | FL | 03/2017 | 05/2017 |
| Southeast Orthopedics Specialists | Jacksonville | FL | 06/2016 | 02/2017 |
| University Of North Florida | Jacksonville | FL | 08/2013 | 12/2017 |
| Unemployed | Jacksonville | FL | 01/2018 | 03/2018 |
| Bank Of America N.A. | Jacksonville | FL | 01/2020 | 07/2021 |
| Fidelity Investments | Jacksonville | FL | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-19 |
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