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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-25 |
| RI | RA | APPROVED | 2023-05-05 |
Branch Locations
130 Bellevue Ave. Suite 212, Newport, RI 02840 • United States
Pawtucket, RI • United States
598 Great Road, North Smithfield, RI 02896 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St. Paul | MN | 12/2018 | 05/2023 |
| Securian Financial Services Inc | St. Paul | MN | 12/2018 | 05/2023 |
| Pioneer Financial Group | Warwick | RI | 12/2018 | 05/2023 |
| Chili's | East Providence | RI | 03/2015 | 07/2019 |
| Gilded Tomato Company | Rehoboth | MA | 05/2013 | 09/2016 |
| Commonwealth Financial Network | Waltham | MA | 05/2023 | Present |
| Oak Leaf Wealth Management Services | North Smithfield | RI | 05/2023 | Present |
1. Fixed insurance sales; as of 05/05/2023; 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Partner, Estia, LLC; house flipping; Located at 69 McCabe Ave, Pawtucket, RI 02861; as of 2/28/2024; 0% of time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-26 |
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