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166 Valley Street, Building 6M Suite 103, Providence, RI 02909 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APP_PEND_IARCE | 2026-01-01 |
| MA | RA | APPROVED | 2024-07-11 |
Branch Locations
166 Valley Street, Building 6M Suite 103, Providence, RI 02909 • United States
North Providence, RI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2019 | 08/2019 |
| Staples Business Advantage | Sharon | MA | 01/2018 | 05/2019 |
| Amica Insurance | Lincoln | RI | 10/2017 | 01/2018 |
| Coastal Financial Planning | Lincoln | RI | 03/2017 | 09/2017 |
| Schneider Electric/Apc | West Kingston | RI | 01/2015 | 02/2017 |
| Coastal Financial Planning | Lincoln | RI | 09/2019 | Present |
| Coastal Financial Planning | Lincoln | RI | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-12 |
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