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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 |
|---|---|---|---|---|
| Ollie'S Diner | Cumberland | RI | 02/2015 | 06/2017 |
| Calvin Klein | Wrentham | MA | 06/2017 | 06/2018 |
| Craft Burgers And Beer | Pawtucket | RI | 06/2018 | 07/2021 |
| Fidelity Investments | Smithfield | RI | 07/2021 | Present |
| Community College Of Rhode Island | Lincoln | RI | 09/2017 | 05/2019 |
| University Of Rhode Island | South Kingstown | RI | 09/2019 | 05/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-13 |
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