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931 Jefferson Blvd. Suite 2005, Warwick, RI 02886-2213 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
931 Jefferson Blvd. Suite 2005, Warwick, RI 02886-2213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-16 |
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