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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
1120 6Th Ave Avenue Of The Americas, New York, NY 10036-6700 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 06/2021 | Present |
| Auberge Resorts Collection | Newport | RI | 05/2018 | 06/2021 |
| 22 Bowens/ Newport Restaurant Group | Newport | RI | 03/2018 | 07/2018 |
| Two Ten Oyster Bar | South Kingstown | RI | 09/2017 | 03/2018 |
| Simpatico | Jamestown | RI | 05/2016 | 10/2017 |
| Dunkin Donuts | Ashland | NH | 09/2016 | 05/2017 |
| Plymouth State University | Plymouth | NH | 08/2015 | 05/2017 |
| University Of Rhode Island | Kingston | RI | 08/2017 | 12/2019 |
| Turtle Soup | Narragansett | RI | 06/2019 | 07/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-01 |
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