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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-24 |
| TX | RA | APPROVED | 2025-11-24 |
Branch Locations
100 New Millennium Way, Durham, NC 27709-8204 • United States
Raleigh, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Raleigh | NC | 08/2021 | 06/2022 |
| Raleigh Charter High School | Raleigh | NC | 08/2015 | 06/2019 |
| Unemployed | Raleigh | NC | 11/2023 | 03/2024 |
| Subway | Raleigh | NC | 06/2020 | 06/2021 |
| Armstrong Relocation | Raleigh | NC | 06/2021 | 08/2021 |
| Fidelity Investments | Durham | NC | 03/2024 | Present |
| Midtown Events Llc | Nc | NC | 04/2023 | 11/2023 |
| Dick'S Sporting Goods | Cary | NC | 06/2022 | 08/2023 |
| North Carolina State University | Raleigh | NC | 08/2019 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-21 |
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