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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
10 Memorial Boulevard, Providence, RI 02903-1160 • United States
Greenville, RI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 05/2018 | 05/2021 |
| Massachusetts Small Business Development Center | Springfield | MA | 01/2018 | 05/2018 |
| University Of Massachusetts Amherst | Amherst | MA | 08/2014 | 05/2018 |
| Center Of Early Education And Care | Amherst | MA | 05/2017 | 12/2017 |
| Bank Of America, N.A. | Lincoln | RI | 03/2020 | 05/2021 |
| Fidelity Investments | Providence | RI | 05/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-25 |
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