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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_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank Na | East Providence | RI | 09/2015 | 06/2017 |
| Santander Securities Llc | San Juan | PR | 11/2015 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Providence | RI | 09/2017 | 01/2018 |
| Snhu | Manchester | NH | 10/2016 | 08/2017 |
| Key Investment Services Llc | Manchester | CT | 06/2018 | 08/2019 |
| Unemployed | Warwick | RI | 01/2018 | 06/2018 |
| Citizens Securities Inc. | Johnston | RI | 08/2019 | 04/2020 |
| Citizens Bank | Johnston | RI | 08/2019 | 04/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Providence | RI | 04/2020 | 02/2022 |
| Bank Of America, N.A. | Providence | RI | 07/2020 | 02/2022 |
| Fidelity Investments | Merrimack | NH | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-120754|OrgNmn:Smooth touch auto spa|Org Addr:West WARWI,Rhode Isla,US|OBA Nature:Cleaning automobiles|Invst Rel:N|Title:operator|Duties:None related to the securities industry|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-08 |
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