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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-06-16 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
10 Memorial Boulevard, Providence, RI 02903-1160 • United States
Newport, RI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 41 North | Newport | RI | 05/2017 | 08/2017 |
| Higher Achievement | Washington | DC | 09/2016 | 05/2017 |
| The University Of Miami | Coral Gables | FL | 09/2018 | 05/2020 |
| Fidelity Investments | Smithfield | RI | 05/2019 | 08/2019 |
| Fidelity Investments | Santa Barbara | CA | 10/2020 | Present |
| The University Of Miami | Coral Gables | FL | 08/2017 | 05/2020 |
| American University | Washington | DC | 08/2016 | 05/2017 |
| Fidelity Investments | Smithfield | RI | 05/2019 | 08/2019 |
| Universidad Pontificia Comillas School Of Economics & Business | Madrid | 08/2019 | 12/2019 | |
| Unemployed | Newport | RI | 06/2020 | 09/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-27 |
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