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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
4611 Sharon Rd Two Coltsgate, Charlotte, NC 28211-3529 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Charlotte | NC | 01/2024 | Present |
| Mckinsey & Company | Charlotte | NC | 07/2022 | 12/2023 |
| Wells Fargo | Charlotte | NC | 07/2021 | 07/2022 |
| Wells Fargo | Charlotte | NC | 07/2020 | 07/2021 |
| Dominion Energy | Richmond | VA | 05/2019 | 08/2019 |
| Dominion Energy | Surry | VA | 05/2018 | 08/2018 |
| Martin's Point Veterinary Hospital | Kitty Hawk | NC | 06/2014 | 07/2017 |
| University Of North Carolina Wilmington | Wilmington | NC | 07/2017 | 05/2018 |
| University Of North Carolina Wilmington | Wilmington | NC | 08/2018 | 05/2019 |
| University Of North Carolina Wilmington | Wilmington | NC | 08/2019 | 05/2020 |
| N/A | Charlotte | NC | 05/2020 | 07/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-12 |
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