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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-27 |
| TX | RA | APPROVED | 2026-02-27 |
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 |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 02/2023 | Present |
| Coleman Research Group | Raleigh | NC | 07/2022 | 02/2023 |
| Charles T Meyers Golf Course | Charlotte | NC | 02/2022 | 05/2022 |
| Unemployed | Charlotte | NC | 08/2021 | 02/2022 |
| Coleman Research Group | Raleigh | NC | 06/2021 | 08/2021 |
| Right Sales Group | Raleigh | NC | 11/2019 | 06/2021 |
| The Crab Cracker | Charlotte | NC | 10/2020 | 05/2021 |
| Aptive Environmental | Commerce City | CO | 05/2020 | 08/2020 |
| Bob Evans | Charlotte | NC | 09/2019 | 12/2019 |
| Bob Evans | Raleigh | NC | 06/2019 | 08/2019 |
| Unemployed | Charlotte | NC | 07/2018 | 06/2019 |
| Johnny'S Pizza | Cary | NC | 03/2018 | 07/2018 |
| Preston Flowers | Cary | NC | 03/2018 | 07/2018 |
| Jimmy V'S Steak House | Cary | NC | 06/2017 | 02/2018 |
| Unemployed | Raleigh | NC | 05/2016 | 06/2017 |
| Unc Charlotte | Charlotte | NC | 08/2018 | 05/2022 |
OBA-130487|OrgNmn:Seeking Hapiness|Org Addr:Raleigh,North Caro,US|OBA Nature:Stone Restoration|Invst Rel:N|Title:Senior VP of Finance|Duties:I do not perform any duties for this company. I wasn't even aware my dad listed me for this company.|StrtDt:09-01-20|TotHrs/mon:0.01|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-12 |
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