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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-28 |
| TX | RA | APPROVED | 2025-04-28 |
Branch Locations
Rolesville, NC • United States
100 New Millennium Way, Durham, NC 27709-8204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2023 | 02/2024 |
| Self Employed | Rolesville | NC | 01/2019 | 06/2024 |
| Seafood Exchange | Raleigh | NC | 02/2018 | 11/2018 |
| Unemployed | Rolesville | NC | 11/2018 | 12/2018 |
| Rolesville Chamber Of Commerce | Rolesville | NC | 01/2016 | 07/2017 |
| Robert Half Temp Agency | Raleigh | NC | 10/2017 | 02/2018 |
| Fidelity Investments | Durham | NC | 06/2024 | Present |
| Unemployed | Rolesville | NC | 07/2017 | 10/2017 |
OBA-110498|OrgNmn:Town of Rolesville|Org Addr:Rolesville,North Caro,US|OBA Nature:Town Hall|Invst Rel:N|Title:Officer|Duties:Provide leadership and strategic vision using tools such as town ordinances, comp and strategic plans|StrtDt:01-07-20|TotHrs/mon:8|TrdHrs/mon:2|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-22 |
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