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20 William St Suite 135, Wellesley, MA 02481 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-09 |
| CT | RA | APPROVED | 2025-08-15 |
| RI | RA | APPROVED | 2025-08-15 |
Branch Locations
23 Broad Street 2Nd Floor, Westerly, RI 02891 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Washington Trust Advisors | Wellesley | MA | 08/2025 | Present |
| Lighthouse Financial Management | Westerly | RI | 09/2014 | 07/2025 |
PIANIST; NON-INVESTMENT RELATED; 6 PROSPECT AVE, NORTH KINGSTOWN, RI 02852; PERFORMER; JANUARY 2009; 1-9 HOURS PER MONTH. CHOIR DIRECTOR; NON-INVESTMENT RELATED; NORTH KINGSTOWN UNITED METHODIST CHURCH; JANUARY 2025; 5-10 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-13 |
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