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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
Cumberland, RI • United States
900 Salem Street, Smithfield, RI 02917-1243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 09/2021 | Present |
| Rhode Island College | Providence | RI | 01/2018 | 08/2020 |
| Coastal Carolina University | Conway | SC | 08/2014 | 05/2017 |
| J.H. Lynch & Sons | Cumberland | RI | 06/2014 | 01/2020 |
| Unemployed | Lincoln | RI | 09/2020 | 01/2021 |
| Johnson & Wales Unveristy | Providence | RI | 01/2021 | 09/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-24 |
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