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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 02/2021 | 06/2022 |
| Fidelity Investments | Smithfield | RI | 02/2018 | 06/2019 |
| Citizens Bank | Riverside | RI | 08/2016 | 02/2018 |
| Laz Parking | Providence | RI | 09/2014 | 03/2017 |
| Fidelity Investments | Boston | MA | 06/2022 | 05/2025 |
| J.P. Morgan Securities Llc | Milford | MA | 05/2025 | Present |
| Bank Of America | Lincoln | RI | 07/2019 | 02/2021 |
| Unemployed | Providence | RI | 06/2019 | 07/2019 |
| Jpmorgan Chase Bank, N.A. | Milford | MA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-22 |
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