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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-02-10 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
10 Memorial Boulevard, Providence, RI 02903-1160 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Home Depot | Berlin | CT | 04/2017 | 06/2018 |
| The Cage | Cromwell | CT | 06/2018 | 09/2018 |
| Wakefield Moving And Storage | Peabody | MA | 06/2020 | 08/2020 |
| Newport Tent Company | Portsmouth | RI | 05/2021 | 08/2021 |
| Fidelity Investments | Smithfield | SC | 06/2022 | Present |
| Cheshire Academy | Cheshire | CT | 08/2014 | 06/2018 |
| Johnson And Wales University | Providence | RI | 09/2018 | 05/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-09 |
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