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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-25 |
| NC | RA | APPROVED | 2026-05-22 |
Branch Locations
100 New Millennium Way, Durham, NC 27709-8204 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trophy Brewing And Pizza | Raleigh | NC | 06/2023 | 12/2023 |
| Henson Novelties | Boone | NC | 09/2021 | 06/2023 |
| Fidelity Investments | Durham | NC | 12/2023 | Present |
| Subway | Troutman | NC | 06/2017 | 08/2017 |
| North Carolina State University | Raleigh | NC | 08/2016 | 05/2020 |
| Unemployed | N/A | NC | 12/2013 | 09/2016 |
| North Carolina State University Libraries | Raleigh | NC | 09/2016 | 05/2019 |
| Longhorn | Winston Salem | NC | 08/2021 | 09/2021 |
| Sunfire Solutions | Winston Salem | NC | 07/2021 | 08/2021 |
| Booneshine Brewing Company | Boone | NC | 08/2020 | 07/2021 |
| Boone Delivery | Boone | NC | 08/2020 | 08/2020 |
| Walmart | Winston Salem | NC | 05/2020 | 06/2020 |
| Pool Professionals Of The Carolinas | Raleigh | NC | 05/2018 | 09/2018 |
| Sally Beauty Supply | Raleigh | NC | 01/2019 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-26 |
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