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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 | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Johnston | RI | 10/2021 | 02/2024 |
| New York Life Insurance Company | Johnston | RI | 05/2021 | 02/2024 |
| Unemployed | Warwick | RI | 01/2021 | 05/2021 |
| University Of Rhode Island | Kingston | RI | 01/2018 | 12/2020 |
| Aroogas | Warwick | RI | 01/2019 | 08/2020 |
| Rosa Mia Pizza | Johnston | RI | 07/2018 | 01/2019 |
| Uno Restaurant Holdings Corp | Norwood | MA | 10/2017 | 01/2018 |
| Rhode Island College | Providence | RI | 09/2016 | 12/2017 |
| Luigi"S | Johnston | RI | 05/2016 | 04/2018 |
| Eagle Strategies Llc | Waltham | MA | 06/2022 | 02/2024 |
| Fidelity Investments | Smithfield | RI | 02/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-28 |
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