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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Riverside | RI | 06/2015 | 10/2018 |
| Citizens Securities, Inc. | Riverside | RI | 06/2015 | 10/2018 |
| Fidelity Investments | Smithfield | RI | 11/2018 | 12/2020 |
| Citizens Securities, Inc. | Johnston | RI | 02/2021 | 01/2022 |
| Fidelity Investments | Smithfield | RI | 02/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-28 |
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