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3 Executive Park Drive Suite 261, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2023-05-16 |
Branch Locations
3 Executive Park Drive Suite 261, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Providence | RI | 03/2015 | 08/2019 |
| Imt Services Corporation | Warwick | RI | 02/2008 | 08/2017 |
| Children'S Friend And Service | Providence | RI | 08/2017 | 03/2019 |
| Corrigan Financial, Inc. | Middletown | RI | 09/2019 | 04/2023 |
| Aurelius Family Office, Llc | Chepachet | RI | 04/2023 | Present |
| Harkins Wealth Mgmt | Providence | RI | 06/2014 | 08/2019 |
The Village Common of RI Non-profit that aims to support older adults who wish to age in their home via a network of local villages in RI Finance Committee Since 08/2025 1-2 hours per month Not Investment Related
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