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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-01 |
| TX | RA | APPROVED | 2025-12-01 |
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 |
|---|---|---|---|---|
| -Coastal Carolina University | -Conway | SC | 08/2022 | 05/2023 |
| Spook Rock Golf Course | Montebello | NY | 04/2019 | 08/2019 |
| -Coastal Carolina University | Conway | SC | 08/2019 | 07/2020 |
| Unemployed | Leland | NC | 11/2023 | 03/2024 |
| Nys Pool Management | Mahwah | NJ | 06/2017 | 11/2018 |
| -Coastal Carolina University | -Conway | SC | 08/2020 | 12/2020 |
| Sacconnesset Golf Club | East Falmouth | MA | 05/2023 | 11/2023 |
| -Coastal Carolina University | -Conway | SC | 01/2021 | 02/2021 |
| Sacconnesset Golf Club | East Falmouth | MA | 05/2022 | 08/2022 |
| Cape Fear Country Club | Wilmington | NC | 12/2020 | 01/2021 |
| Village Of Suffern | Suffern | NY | 07/2017 | 08/2019 |
| Rhodes North Tavern| | Sloatsburg | NY | 04/2017 | 11/2018 |
| Eagle Point Golf Club | Wilmington | NC | 05/2021 | 08/2021 |
| Fidelity Investments | Durham | NC | 03/2024 | Present |
| Cape Fear Country Club | Wilmington | NC | 07/2020 | 08/2020 |
| Suffern School Distict | Suffern | NY | 03/2014 | 03/2017 |
| Door Dash | Conway | SC | 02/2021 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-26 |
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