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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
500 Salem Street, Smithfield, RI 02917-1288 • United States
Cranston, RI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Providence | RI | 10/2014 | 11/2016 |
| Citizens Securities, Inc. | Riverside | RI | 11/2016 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenville | RI | 04/2017 | 06/2018 |
| Bank Of America, N.A. | Greenville | RI | 04/2017 | 06/2018 |
| Citizens Securities, Inc. | Rumford | RI | 06/2018 | 01/2022 |
| Fidelity Investments | Providence | RI | 01/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-31 |
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