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245 Waterman Street Suite 504A, Providence, RI 02906 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-04-06 |
| TX | RA | APPROVED | 2026-04-06 |
Branch Locations
245 Waterman Street Suite 504A, Providence, RI 02906 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrity Risk Management Llc | Mckinney | TX | 01/2024 | Present |
| Cavendar Nissan Of Rockwall | Rockwall | TX | 05/2023 | 11/2023 |
| Self-Employed | Nevada | TX | 09/2022 | 05/2023 |
| Mcgavock Allstate Agency | Rockwall | TX | 09/2021 | 09/2022 |
| Trugreen | Plano | TX | 01/2021 | 09/2021 |
| Self-Employed | Poetry | TX | 06/2020 | 01/2021 |
| U-Haul | Dallas | TX | 02/2020 | 06/2020 |
| Chick-Fil-A | Greenville | TX | 07/2016 | 01/2020 |
| Cornerstone Investment Services | Providence | RI | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-06 |
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