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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2023-09-06 |
Branch Locations
300 Metro Center Boulevard Suite 275, Warwick, RI 02886-1752 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Providence | RI | 10/2018 | 01/2023 |
| Kahn, Litwin, Renza & Co., Ltd | Providence | RI | 08/2016 | 01/2018 |
| Unemployed | Cranston | RI | 02/2018 | 09/2018 |
| Citizens Securities, Inc. | Johnston | RI | 01/2023 | 09/2023 |
| Decisive Wealth Management | Warwick | RI | 09/2023 | 09/2023 |
| Commonwealth Financial Network | Waltham | MA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-16 |
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