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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-01-06 |
| TX | RA | APPROVED_RES | 2025-01-03 |
Branch Locations
One Financial Plaza 19Th Floor, Providence, RI 02903 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 09/2019 | 02/2021 |
| Santander Securities, Llc | Dorchester | MA | 09/2019 | 02/2021 |
| Citizens Bank | Cranston | RI | 08/2016 | 05/2017 |
| Cvs | Lincoln | RI | 07/2017 | 08/2017 |
| Bank Of America | Lincoln | RI | 08/2017 | 11/2018 |
| Metlife | Warwick | RI | 01/2019 | 09/2019 |
| Fidelity Investments | Smithfield | RI | 03/2021 | 07/2021 |
| Unemployed | East Providence | RI | 07/2021 | 12/2021 |
| Unemployed | Pawtucket | RI | 05/2017 | 07/2017 |
| Unemployed | Pawtucket | RI | 11/2018 | 12/2018 |
| Citizens Securities, Inc | Westwood | MA | 01/2022 | 10/2022 |
| Citizens Bank, N.A | Johnston | RI | 01/2022 | 10/2022 |
| Citizens Securities, Inc | Westwood | MA | 10/2022 | 09/2024 |
| Citizens Bank, N/A | Cranston | RI | 10/2022 | 09/2024 |
| Keybank | Putnam | CT | 09/2024 | 10/2024 |
| Key Investment Services Llc | Brooklyn | OH | 09/2024 | 10/2024 |
| Morgan Stanley | Providence | RI | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-23 |
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