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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-04 |
| NC | RA | APPROVED | 2025-03-31 |
Branch Locations
4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Underground | Raleigh | NC | 10/2023 | Present |
| The Flying Biscuit Cafe | Raleigh | NC | 10/2020 | 07/2021 |
| House Of Ribeyes | Oxford | NC | 11/2018 | 08/2020 |
| Cantina 18 | Raleigh | NC | 07/2021 | 05/2024 |
| Unemployed | Raleigh | NC | 08/2020 | 10/2020 |
| Fidelity Investments | Raleigh | NC | 06/2024 | Present |
| Unemployed | Creedmoor | NC | 11/2013 | 11/2018 |
| Hillridge Farms | Youngsville | NC | 11/2019 | 12/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-30 |
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