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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc | Canton | MA | 06/2019 | 08/2021 |
| Citizens Bank | North Providence | RI | 05/2019 | 08/2021 |
| Stop And Shop Supermarket | Johnston | RI | 09/2007 | 10/2021 |
| Fidelity Investments | Smithfield | RI | 10/2021 | Present |
| Baseball Info Solutions | Pawtucket | RI | 04/2014 | 09/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-16 |
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