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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-04-11 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Glen Allen, VA • United States
11114 West Broad St, Glen Allen, VA 23060-5813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cary Christian School | Cary | NC | 07/2013 | 05/2019 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2019 | 05/2023 |
| Big Mike'S Bbq | Cary | NC | 01/2019 | 07/2019 |
| Big Mike'S Bbq | Cary | NC | 03/2020 | 09/2020 |
| O2 Fitness Clubs | Durham | NC | 08/2021 | 12/2021 |
| Fidelity Investments | Durham | NC | 06/2022 | 08/2022 |
| Fidelity Investments | Durham | NC | 06/2023 | Present |
| Red Devil Lacross Club | Apex | NC | 04/2021 | 06/2021 |
| Gentlewoods Food Co | Cary | NC | 08/2016 | 02/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-23 |
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