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Current Employers
Financial Independence, Llc

931 Jefferson Blvd. Suite 2005, Warwick, RI 02886-2213 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-21
RI RA APPROVED 2025-05-21
TX RA APPROVED 2024-12-04
MA RA APPROVED 2019-01-03
CT RA APPROVED 2018-11-16
  • FL RA
    APPROVED
    Since 2025-05-21
  • RI RA
    APPROVED
    Since 2025-05-21
  • TX RA
    APPROVED
    Since 2024-12-04
  • MA RA
    APPROVED
    Since 2019-01-03
  • CT RA
    APPROVED
    Since 2018-11-16

Branch Locations

931 Jefferson Blvd. Suite 2005, Warwick, RI 02886-2213 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Independence, Llc Warwick RI 08/2018 Present
Financial Independence Warwick RI 08/2018 Present
Bryant University Smithfield RI 09/2015 05/2018
Tiaa Waltham MA 06/2017 08/2017
Papa Gino's Milford MA 04/2012 01/2017
  • 08/2018 → Present
    Warwick, RI
  • 08/2018 → Present
    Financial Independence
    Warwick, RI
  • 09/2015 → 05/2018
    Bryant University
    Smithfield, RI
  • 06/2017 → 08/2017
    Tiaa
    Waltham, MA
  • 04/2012 → 01/2017
    Papa Gino's
    Milford, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-16
  • S65 Uniform Investment Adviser Law Examination
    2018-11-16
Designations

View on SEC IAPD

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