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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-02 |
| TX | RA | APPROVED_RES | 2025-05-01 |
Branch Locations
Wake Forest, NC • United States
100 New Millennium Way, Durham, NC 27709-8204 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sears Holdingcorporation | Raleigh, | NC | 07/2015 | 11/2017 |
| Town Of Chapel Hill | Raleigh, | NC | 05/2019 | 08/2020 |
| National Heritageacademies | Durham, | NC | 08/2016 | 08/2021 |
| Wake County Publicschools System | Raleigh, | NC | 08/2021 | 06/2022 |
| East Carolina University | Raleigh, | NC | 08/2020 | 07/2022 |
| Unemployed | Raleigh, | NC | 06/2022 | 09/2022 |
| Step Ahead Aba Llc | Raleigh, | NC | 09/2022 | 03/2023 |
| Fidelity Investments | Raleigh | NC | 03/2023 | Present |
OBA-119896|OrgNmn:Neat Freaks Cleaning Services|Org Addr:Raleigh,North Caro,US|OBA Nature:Cleaning Service|Invst Rel:N|Title:Partner|Duties:Providing cleaning services for residential and commercial clients|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-13 |
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