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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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2023 | 05/2024 |
| Blue Alliance It | Cincinnati | OH | 08/2022 | 08/2023 |
| Patterson's Cafe | Oxford | OH | 08/2021 | 08/2022 |
| Unemployed | Waverly | OH | 06/2021 | 08/2021 |
| Scioto Valley School District | Waverly | OH | 08/2020 | 06/2021 |
| Unemployed | Oxford | OH | 08/2018 | 08/2020 |
| Guillion Enterprices | Waverly | OH | 06/2018 | 08/2018 |
| Unemployed | Oxford | OH | 08/2013 | 06/2018 |
| Paesanos Pasta House | Oxford | OH | 05/2022 | 05/2023 |
| Kgd Enterprises Llc | Oxford | OH | 01/2023 | 05/2023 |
| Fidelity Investments | Durham | NC | 07/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-28 |
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