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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-02 |
| TX | RA | APPROVED | 2026-07-02 |
Branch Locations
Morrisville, 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 |
|---|---|---|---|---|
| The French Touch Llc | Suwanee | GA | 04/2016 | 04/2017 |
| Hullathens Llc (Jersey Mikes Subs) | Greenville | NC | 04/2017 | 07/2017 |
| Hudson & Lesemann Inc (Papa Murphy'S) | Davidson | NC | 07/2017 | 03/2018 |
| Sabi Asian Bistro Llc | Davidson | NC | 03/2018 | 06/2020 |
| Fenix Internet Llc | Fort Lauderdale | FL | 08/2020 | 10/2021 |
| Macs Hospitality Group Llc | Charlotte | NC | 03/2020 | 10/2020 |
| Macs Hospitality Group Llc | Charlotte | NC | 04/2018 | 05/2019 |
| Lmr Llc (Carolina Ale House) | Raleigh | NC | 03/2021 | 04/2021 |
| Petsmart Llc | Phoenix | AZ | 05/2021 | 05/2023 |
| First Citizens Bank And Trust Company | Raleigh | NC | 06/2022 | 05/2023 |
| Fidelity Investments | Durham | NC | 05/2023 | Present |
| East Carolina University | Greenville | NC | 08/2019 | 05/2023 |
| William Amos Hough High School | Cornelius | NC | 08/2017 | 05/2019 |
| North Gwinnett High School | Suwanee | GA | 08/2015 | 05/2017 |
OBA-99268|OrgNmn:Doordash|Org Addr:Tempe,Arizona,US|OBA Nature:doordasher|Invst Rel:N|Title:dasher|Duties:deliver food on my own time|StrtDt:05-24-23|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-15 |
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