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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 |
|---|---|---|---|---|
| Stone Oak Country Club | Holland | OH | 05/2016 | 09/2016 |
| St. Ursula Academy High School | Ottawa Hills | OH | 08/2016 | 05/2017 |
| Stone Oak Country Club | Holland | OH | 05/2017 | 09/2017 |
| St. Ursula Academy High School | Ottawa Hills | OH | 08/2017 | 05/2018 |
| Stone Oak Country Club | Holland | OH | 05/2018 | 09/2018 |
| St. Ursula Academy High School | Ottawa Hills | OH | 08/2018 | 05/2019 |
| Stone Oak Country Club | Holland | OH | 05/2019 | 08/2019 |
| University Of Georgia | Athens | GA | 08/2019 | 05/2020 |
| Stone Oak Country Club | Holland | OH | 05/2020 | 07/2020 |
| University Of Georgia | Athens | GA | 08/2020 | 05/2021 |
| Stone Oak Country Club | Holland | OH | 05/2021 | 07/2021 |
| University Of Georgia | Athens | GA | 08/2021 | 05/2022 |
| Canaccord Genuity | New York City | NY | 05/2022 | 08/2022 |
| University Of Georgia | Athens | GA | 08/2022 | 05/2023 |
| Unemployed | Athens | GA | 05/2023 | 07/2023 |
| Canaccord Genuity | Charlotte | NC | 07/2023 | 07/2024 |
| Fidelity Investments | Charlotte | NC | 08/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-05 |
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