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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-02-17 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 03/2023 | Present |
| David R Ross Dds Pc | Hanover | PA | 08/2022 | 02/2023 |
| Exp Realty Llc | Bellingham | WA | 01/2022 | 08/2022 |
| Backyard Bistro Llc | Garner | NC | 12/2021 | 03/2022 |
| Ruckus Pizza Pasta And Spirits | Apex | NC | 08/2021 | 12/2021 |
| Maroni Beverage Company | Fuquay | NC | 06/2021 | 11/2021 |
| Rodney Carroll Real Estate Team | Garner | NC | 01/2021 | 08/2021 |
| Bell Partners Inc | Greensboro | NC | 10/2020 | 12/2020 |
| Axon Childcare Services Company | Cary | NC | 07/2020 | 09/2020 |
| University Of North Carolina At Wilmington | Wilmington | NC | 08/2018 | 06/2020 |
| Premium Brands Opco Llc | New York | NY | 01/2019 | 10/2019 |
| Wake Technical Community College | Apex | NC | 01/2017 | 07/2018 |
| Annas Pizzeria | Fuquay | NC | 03/2017 | 08/2018 |
| East Carolina University | Greenville | NC | 08/2016 | 12/2016 |
| Ruckus Pizza Pasta And Spirits | Cary | NC | 08/2015 | 02/2017 |
| Demuth Realty Group | Raleigh | NC | 01/2022 | 04/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-15 |
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