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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-20 |
| TX | RA | APPROVED | 2026-05-20 |
Branch Locations
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 Farmhouse At The Grand Colonial | Clinton | NJ | 10/2016 | 12/2017 |
| Shoprite | Stewartsville | NJ | 01/2018 | 07/2019 |
| Outdoor Equipped | Wilmington | NC | 04/2020 | 08/2020 |
| The Sea Captains House | Myrtle Beach | SC | 04/2021 | 11/2021 |
| Figure 8 Island Yacht Club | Wilmington | NC | 04/2022 | 10/2022 |
| Brunches | Wilmington | NC | 12/2022 | 05/2023 |
| Fidelity Investments | Durham | NC | 05/2023 | Present |
| Full-Time Student | Wilmington | NC | 01/2022 | 05/2023 |
| Full-Time Student | Conway | SC | 08/2019 | 12/2021 |
| Unemployed | Wilmington | NC | 12/2021 | 03/2022 |
| Unemployed | Wilmington | NC | 08/2019 | 03/2020 |
| Unemployed | Wilmington | NC | 09/2020 | 03/2021 |
| Unemployed | Stewartsville | NJ | 01/2013 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-14 |
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