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151 National Drive, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-16 |
| CT | RA | APPROVED | 2025-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investment | Smithfield | RI | 09/2021 | 11/2022 |
| Twin River Casino | Lincoln | RI | 07/2016 | 07/2021 |
| Morgan Stanley | Tampa | FL | 01/2025 | 09/2025 |
| Fidelity Investments | Smithfield | RI | 11/2022 | 12/2024 |
| Symmetry Partners, Llc | Glastonbury | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-11 |
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