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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-04 |
| TX | RA | APPROVED | 2025-06-04 |
Branch Locations
100 New Millennium Way, Durham, NC 27709-8204 • United States
Fuquay-Varina, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 07/2023 | Present |
| Fidelity Bank | Fuquay-Varina | NC | 06/2023 | 07/2023 |
| Harris Teeter | Greensboro | NC | 09/2022 | 07/2023 |
| Unc Greensboro | Greensboro | NC | 07/2020 | 05/2023 |
| Unc Greensboro | Greensboro | NC | 07/2020 | 05/2022 |
| Lowes | Washington | NC | 06/2021 | 07/2021 |
| Unc Greensboro | Greensboro | NC | 07/2020 | 01/2021 |
| Dollar General | Blounts Creek | NC | 03/2020 | 07/2020 |
| Food Pride | Chocowinity | NC | 06/2019 | 08/2019 |
| Unemployed | Blounts Creek | NC | 08/2019 | 03/2020 |
| Southside High School | Chocowinity | NC | 08/2016 | 06/2019 |
| Unc Greensboro | Greensboro | NC | 08/2019 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-28 |
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