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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 | 2026-02-02 |
Branch Locations
Morrisville, NC • United States
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 |
|---|---|---|---|---|
| Ron Marhofer Nissan | Cuyahoga Falls | OH | 07/2019 | 05/2020 |
| School | Cuyahoga Falls | OH | 06/2014 | 06/2019 |
| Fidelity Investments | Durham | NC | 06/2024 | Present |
| Leaffilter | Hudson | OH | 11/2018 | 07/2019 |
| Defunct | Tallmadge | OH | 05/2018 | 11/2018 |
| Panera Bread | Cuyahoga Falls | OH | 02/2017 | 02/2018 |
| Unemployed | Franklinton | NC | 05/2020 | 04/2021 |
| Applebees | Cuyahoga Falls | OH | 02/2018 | 09/2018 |
| Capital Mazda Of Cary | Cary | NC | 04/2021 | 05/2024 |
OBA-131083|OrgNmn:DoorDash|Org Addr:Morrisvill,North Caro,US|OBA Nature:Delivering food to customers|Invst Rel:N|Title:Independent Contractor|Duties:Delivering food to clients when picking up my own time to do so|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-13 |
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