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Current Employers
Fidelity Institutional Wealth Adviser Llc

245 Summer Street, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2024-05-13
TX RA APPROVED 2024-05-13
  • RI RA
    APPROVED
    Since 2024-05-13
  • TX RA
    APPROVED
    Since 2024-05-13

Branch Locations

Pawtucket, RI • United States

500 Salem Street, Smithfield, RI 02917-1288 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2013 → 08/2017
    Atlantis Pool Service
    Cranston, RI
  • 09/2017 → 01/2019
    Imperial Hyndai
    Mendon, MA
  • 02/2019 → 09/2019
    Herb Chambers Bmw
    Sudbury, MA
  • 12/2019 → 09/2020
    Beacon Hill Staffing
    Boston, MA
  • 09/2020 → 07/2022
    Commonwealth Financial Network
    Waltham, MA
  • 11/2019 → 02/2020
    Referees Crease
    Weymouth, MA
  • 09/2013 → 05/2017
    University Of Rhode Island
    Kingston, RI
  • 07/2022 → 10/2022
    Lincoln, RI
  • 08/2019 → 11/2019
    Atlantis Pool Service
    Cranston, RI
  • 07/2022 → 10/2022
    Bank Of America, N.A.
    Lincoln, RI
  • 10/2022 → Present
    Fidelity Investments
    Smithfield, RI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-01
  • S66 Uniform Combined State Law Examination
    2022-07-01
Other Names
  • Steven Donahue
  • Steven Joseph Donahue
  • Steven Joseph Donahue

View on SEC IAPD

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