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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-14 |
| TX | RA | APPROVED | 2026-05-14 |
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 | 11/2023 | Present |
| U.S. Marine Corps | San Diego | CA | 07/2017 | 10/2017 |
| Wise Digital Consulting Llc | San Diego | CA | 10/2019 | 02/2020 |
| Chipotle | Denver | CO | 04/2017 | 06/2017 |
| Walmart | Bentonville | AR | 04/2016 | 09/2016 |
| Douglas County High School | Castle Rock | CO | 08/2013 | 05/2017 |
| American Military University | Charles Town | WV | 01/2021 | 09/2021 |
| Thomas Edison State University | Trenton | NJ | 09/2021 | 10/2023 |
| U.S. Marine Corps | Oceanside | CA | 10/2017 | 12/2017 |
| U.S. Marine Corps | Newport | RI | 01/2018 | 04/2018 |
| U.S. Marine Corps | San Diego | CA | 04/2018 | 12/2018 |
| U.S. Marine Corps | Newport | RI | 01/2019 | 02/2019 |
| U.S. Marine Corps | San Diego | CA | 03/2019 | 07/2020 |
| U.S. Marine Corps | Triangle | VA | 08/2020 | 10/2020 |
| U.S. Marine Corps | Abidjan | 10/2020 | 01/2022 | |
| U.S. Marine Corps | Lisbon | 01/2022 | 01/2023 | |
| U.S. Marine Corps | Berlin | 01/2023 | 08/2023 | |
| U.S. Marine Corps | Oceanside | CA | 08/2023 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-26 |
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