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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 | 12/2023 | Present |
| Unemployed | Apex | NC | 04/2023 | 12/2023 |
| Uwm, Inc | Decatur | GA | 01/2021 | 04/2023 |
| Ups, Inc | Roswell | GA | 10/2018 | 10/2019 |
| Unemployed | Milton | GA | 02/2016 | 10/2018 |
| Unemployed | Milton | GA | 10/2019 | 01/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-13 |
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