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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-02 |
| TX | RA | APPROVED_RES | 2026-02-02 |
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 |
|---|---|---|---|---|
| Brixx Wood Fired Pizza + Craft Bar | Charlotte | NC | 06/2021 | 08/2021 |
| The Cowfish Sushi Burger Bar | Charlotte | NC | 08/2019 | 03/2020 |
| Mellow Mushroom | Raleigh | NC | 02/2022 | 06/2024 |
| Enterprise Rent-A-Car | Raleigh | NC | 05/2023 | 08/2023 |
| Charlotte Catholic High School | Charlotte | NC | 08/2016 | 05/2020 |
| Fidelity Investments | Durham | NC | 06/2024 | Present |
| Nc State University | Raleigh | NC | 05/2020 | 05/2024 |
| Pridestaff | Charlotte | NC | 05/2021 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-20 |
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