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20 William St Suite 135, Wellesley, MA 02481 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-09 |
| CT | RA | APPROVED | 2025-08-15 |
| RI | RA | APPROVED | 2025-08-15 |
Branch Locations
23 Broad Street, 2Nd Floor, Westerly, RI 02891 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lighthouse Financial Management, Llc | Westerly | RI | 10/2024 | 07/2025 |
| Rhody Christian Fellowship | Kingston | RI | 10/2017 | Present |
| North American Mission Board | Alpharetta | GA | 10/2011 | 01/2018 |
| Washington Trust Advisors | Wellesley | MA | 08/2025 | Present |
1) Rhody Christian Fellowship; Not investment-related; PO Box 1647, Kingston, RI 02881; Religious; Board Member and Director; Start Date: 10/01/2017; Hours/month: 160; Serve as a Chaplain / Campus Minister.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-28 |
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