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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
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 |
|---|---|---|---|---|
| Newport Creamery | Providence | RI | 04/2015 | 07/2019 |
| Bank Of America | Warwick | RI | 06/2019 | 07/2019 |
| College | Smithfield | RI | 09/2016 | 05/2020 |
| The Home Depot | Providence | RI | 05/2017 | 05/2020 |
| Bank Of America, N.A. | Boston | MA | 06/2020 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 06/2020 | 08/2022 |
| Fidelity Investments | Providence | RI | 08/2022 | 03/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Fidelity Brokerage Services, Llc | Pawtucket | RI | 03/2026 | Present |
| Strategic Advisers, Llc | Pawtucket | RI | 01/2026 | Present |
OBA-129588|OrgNmn:PVDGo|Org Addr:Providence,Rhode Isla,US|OBA Nature:Booking Platform |Invst Rel:N|Title:Founder|Duties:Organzing Licensed transportation for guests heading to Gilette Stadium for FIFA|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-29 |
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