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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 |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 08/2023 | Present |
| The Master'S Academy International | Sun Valley | CA | 04/2023 | 08/2023 |
| Grace Community Church | Sun Valley | CA | 11/2022 | 04/2023 |
| North Carolina State University | Raleigh | NC | 04/2019 | 07/2022 |
| Wolfpack Wrestling Club | Raleigh | NC | 08/2018 | 12/2019 |
| North Carolina State University | Raleigh | NC | 08/2018 | 04/2019 |
| Florida State University | Tallahassee | FL | 01/2018 | 08/2018 |
| Seminole Boosters | Tallahassee | FL | 11/2017 | 08/2018 |
| American Campus Communities - Stadium Centre | Tallahassee | FL | 08/2017 | 01/2018 |
| Fellowship Of Christian Athletes | Oakwood | GA | 05/2017 | 06/2017 |
| Emmanuel College | Franklin Springs | GA | 01/2015 | 05/2017 |
| Florida State University | Tallahassee | FL | 08/2017 | 12/2018 |
| The Master'S University And Seminary | Sun Valley | CA | 08/2022 | 05/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-05 |
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