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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
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 |
|---|---|---|---|---|
| Sabah Shoes | New York | NY | 05/2022 | 04/2023 |
| Small Sugar | Columbia | SC | 07/2021 | 04/2022 |
| Peicewise Coffee Company | Columbia | SC | 06/2019 | 07/2021 |
| Sir Walter Coffee Company | Raleigh | NC | 07/2018 | 05/2019 |
| Church Alive | Fuquay-Varina | NC | 08/2016 | 09/2017 |
| Goodlife Cafe | Columbia | SC | 07/2019 | 11/2019 |
| The Mill | Raleigh | NC | 06/2017 | 10/2018 |
| Starbucks | Fuquay Varina | NC | 07/2016 | 05/2017 |
| Fidelity Investments | Durham | NC | 06/2023 | Present |
| Five Star Coffee Company | Holly Springs | NC | 08/2017 | 04/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-108260|OrgNmn:The Mill|Org Addr:Fuquay Var,North Caro,US|OBA Nature:Bar and Coffee shop|Invst Rel:N|Title:Musician|Duties:Playing music and singing |StrtDt:04-12-24|TotHrs/mon:6|TrdHrs/mon:0|OBA-100244|OrgNmn:The Optimist Coffee shop|Org Addr:Raleigh,North Caro,US|OBA Nature:Coffee shop and cafe |Invst Rel:N|Title:Employee|Duties:Help run the coffee shop |StrtDt:10-06-22|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-10 |
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