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1005 Douglas Pike, Smithfiled, RI 02917 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-02 |
| RI | RA | APPROVED | 2026-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navigant Credit Union | Smithfield | RI | 07/2024 | Present |
| Ncu Investment Solutions | Smithfield | RI | 07/2024 | Present |
| Rhode Island College School Of Business | Providence | RI | 01/2024 | 12/2024 |
| Grieco Toyota | East Providence | RI | 04/2022 | 01/2024 |
| Rhode Island College | Providence | RI | 01/2022 | 12/2024 |
| Family Dollar | Providence | RI | 02/2021 | 01/2022 |
| Community College Of Rhode Island | Lincoln | RI | 09/2020 | 06/2021 |
| Smoovestep Sneaker Resales | East Providence | RI | 04/2020 | 12/2021 |
| Millers Roast Beef | East Providence | RI | 04/2019 | 03/2020 |
| Nara | Providence | RI | 12/2018 | 04/2019 |
| University Of Rhode Island | Kingston | RI | 09/2017 | 12/2018 |
| Dunkin Donuts | Riverside | RI | 08/2016 | 09/2017 |
| East Providence High School | East Providence | RI | 09/2013 | 06/2017 |
NAVIGENT CREDIT UNION / NOT INVESTMENT RELATED / WARWICK, RI / MEMBER RELATIONSHIP ADVISOR / JULY, 2015 / 4O HOURS, ALL DURING SECURITIES TRADING HOURS / MEMBER SERVICE DUTIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-24 |
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