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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-13 |
| RI | RA | APPROVED | 2025-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newport Creamery | North Kingstown | RI | 07/2019 | 05/2023 |
| Ymca Of Greater Providence | South Kingstown | RI | 06/2021 | 08/2021 |
| Bryant University | Smithfield | RI | 10/2021 | 05/2024 |
| Corrigan Financial | Middletown | RI | 06/2023 | 08/2023 |
| Tavern In The Square | East Greenwich | RI | 05/2023 | 11/2025 |
| Diversified Resources, Llc | Warwick | RI | 02/2024 | 11/2025 |
| Coventry Rhode Island School District | Coventry | RI | 09/2014 | 05/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Johnston | RI | 11/2025 | Present |
| Bank Of America, N.A. | Johnston | RI | 01/2026 | Present |
I*: 3217273 Entity Type: For Profit Name: TAVERN IN THE SQUARE Address: EAST GREENWICH, RI 02816 Position: SERVER INVESTMENT RELATED: No START DATE: 06/01/2023 Hours Devoted: 6 HRS WKLY Hours DURING NON-TRADING HOURS: 0 Duties: Server/Waiter at a restaurant.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-22 |
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