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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
4611 Sharon Rd Two Coltsgate, Charlotte, NC 28211-3529 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 06/2022 | 08/2022 |
| City Of Newburyport | Newburyport | MA | 05/2019 | 08/2021 |
| Anchor Stone Deck Pizza | Newburyport | MA | 02/2019 | 06/2021 |
| Brick & Ash | Newburyport | MA | 04/2017 | 02/2019 |
| Park Lunch | Newburyport | MA | 06/2016 | 04/2017 |
| Fidelity Investments | Charlotte | NC | 06/2023 | Present |
| University Of South Carolina | Columbia | SC | 08/2019 | 05/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-09 |
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