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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
East Greenwich, RI • United States
900 Salem Street, Smithfield, RI 02917-1243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| B Berman Homes Llc | East Greenwich | RI | 03/2015 | 06/2020 |
| Fidelity Investments | Providence | RI | 06/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-18140|OrgNmn:Fogarty Center|Org Addr:Barrington,Rhode Isla,US|OBA Nature:community supports for adults |Invst Rel:N|Title:Direct support staff|Duties:Provide support to adults with disabilities to develop and maintain independence and community involvement|StrtDt:03-01-21|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-30 |
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