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245 Summer Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2024-05-13 |
| TX | RA | APPROVED | 2024-05-13 |
Branch Locations
500 Salem Street, Smithfield, RI 02917-1288 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atlantis Pool Service | Cranston | RI | 06/2013 | 08/2017 |
| Imperial Hyndai | Mendon | MA | 09/2017 | 01/2019 |
| Herb Chambers Bmw | Sudbury | MA | 02/2019 | 09/2019 |
| Beacon Hill Staffing | Boston | MA | 12/2019 | 09/2020 |
| Commonwealth Financial Network | Waltham | MA | 09/2020 | 07/2022 |
| Referees Crease | Weymouth | MA | 11/2019 | 02/2020 |
| University Of Rhode Island | Kingston | RI | 09/2013 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 07/2022 | 10/2022 |
| Atlantis Pool Service | Cranston | RI | 08/2019 | 11/2019 |
| Bank Of America, N.A. | Lincoln | RI | 07/2022 | 10/2022 |
| Fidelity Investments | Smithfield | RI | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-01 |
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