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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 |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 09/2023 | Present |
| Lululemon Athletica | Cranston | RI | 09/2022 | 09/2023 |
| Arbonne | Irvine | CA | 07/2022 | 09/2023 |
| Aflac Insurance | Easton | MA | 06/2022 | 09/2022 |
| Gators Swim Club | East Providence | RI | 03/2022 | 07/2022 |
| Pods Swimming | Providence | RI | 05/2020 | 08/2022 |
| Kirkbrae Country Club | Lincoln | RI | 08/2022 | 08/2022 |
| Citizens Bank | Johnston | RI | 05/2021 | 09/2021 |
| Greenville Ready Mix | Greenville | RI | 05/2020 | 12/2022 |
| Bryant University | Smithfield | RI | 06/2017 | 09/2018 |
| North Smithfield High School | North Smithfield | RI | 09/2014 | 06/2018 |
| Bryant University | Smithfield | RI | 09/2018 | 08/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-19 |
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