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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-01 |
| RI | RA | APPROVED | 2025-04-29 |
| TX | RA | APPROVED | 2025-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 04/2023 | Present |
| Omnimerce Llc | Providence | RI | 04/2022 | 04/2023 |
| Scs Financial | Boston | MA | 08/2021 | 04/2022 |
| University Of Rhode Island | Providence | RI | 08/2018 | 05/2021 |
| Pensionmarkmeridien | Providence | RI | 04/2018 | 07/2018 |
| University Of Rhode Island | Providence | RI | 05/2017 | 05/2021 |
| Dr. Jorge Alvarez High School | Providence | RI | 04/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-30 |
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