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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-02-02 |
| TX | RA | APPROVED | 2026-02-02 |
| VT | RA | APPROVED | 2026-02-02 |
| NC | RA | APPROVED | 2026-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 03/2023 | 08/2025 |
| Extended Travel And Unemployed | Morrison | CO | 02/2022 | 02/2023 |
| Group Insurance Analysts/Gia Risk Management | Wheat Ridge | CO | 05/2014 | 01/2022 |
| Fidelity Brokerage Services Llc | Durham | NC | 03/2023 | 08/2025 |
| Strategic Advisers Llc | Durham | NC | 03/2025 | 08/2025 |
| Fidelity Personal And Workplace Advisors | Durham | NC | 08/2023 | 03/2025 |
| Tiaa | Durham | NC | 01/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Durham | NC | 01/2026 | Present |
| Employment Search And Unemployed | Durham | NC | 09/2025 | 12/2025 |
Name: The Park Homeowners Association Inc Position: Board Member Nature: Neighborhood HOA that manages common entry area and regulates architectural guidelines. Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 08/01/2024 Address: 3109 Poplarwood Ct, Suite 310, Raleigh NC 27604, United States Description: I vote on the annual budget, including dues, and attend an annual meeting of neighbors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-04 |
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