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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
580 New Waverly Pl Ste 240, Cary, NC 27518-7406 • United States
Summerfield, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Summerfield | NC | 01/2023 | 02/2023 |
| San Diego 1904 Fc | San Diego | CA | 03/2021 | 07/2021 |
| Fidelity Investments | Cary | NC | 03/2023 | Present |
| Moros Fc | Apex | NC | 08/2020 | 12/2020 |
| North Carolina Fusion | Browns Summit | NC | 05/2019 | 08/2019 |
| North Carolina Fusion | Browns Summit | NC | 02/2022 | 05/2022 |
| University Of North Carolina At Greensboro | Greensboro | NC | 08/2016 | 05/2020 |
| University Of North Carolia At Pembroke | Pembroke | NC | 08/2020 | 12/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-09 |
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