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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
Morrisville, NC • United States
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 | 10/2023 | Present |
| United States Army Reserves | Fort Eustis | VA | 12/2017 | 10/2023 |
| Harris Teeter | Corolla | NC | 02/2019 | 04/2019 |
| The Currituck Club | Corolla | NC | 05/2017 | 09/2017 |
| The Currituck Club | Corolla | NC | 06/2018 | 09/2018 |
| The Currituck Club | Corolla | NC | 05/2019 | 10/2019 |
| The Currituck Club | Corolla | NC | 03/2020 | 10/2020 |
| The Currituck Club | Corolla | NC | 05/2021 | 10/2021 |
| The Currituck Club | Corolla | NC | 05/2022 | 10/2022 |
| The Currituck Club | Corolla | NC | 04/2023 | 10/2023 |
| Island Smoothie Cafe Llc | Corolla | NC | 05/2019 | 09/2019 |
| Island Smoothie Cafe Llc | Corolla | NC | 05/2022 | 10/2022 |
| Island Smoothie Cafe Llc | Corolla | NC | 04/2023 | 09/2023 |
| The Sanctuary Golf Club | Sanibel | FL | 11/2021 | 04/2022 |
| The Sanctuary Golf Club | Sanibel | FL | 01/2023 | 03/2023 |
| Harris Teeter | Corolla | NC | 05/2015 | 10/2017 |
| Chik-Fil-A | Virginia Beach | VA | 11/2018 | 02/2019 |
| Corolla Classic Vacations | Corolla | NC | 11/2019 | 02/2020 |
| Island Smoothie Cafe Llc | Corolla | NC | 06/2018 | 09/2018 |
| The Currituck Club Hoa | Corolla | NC | 05/2020 | 09/2020 |
| The Sanctuary Golf Club | Corolla | FL | 11/2020 | 04/2021 |
| Eagle Creek Golf And Country Club | Naples | FL | 11/2022 | 04/2023 |
| Tidewater Community College | Virginia Beach | VA | 08/2014 | 12/2017 |
| Old Dominion University | Norfolk | VA | 08/2018 | 05/2020 |
| United States Army Reserves/ Basic Training/Job School Training | Fort Jackson | SC | 01/2018 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-24 |
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