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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-08-27 |
| TX | RA | APPROVED_RES | 2025-08-26 |
Branch Locations
900 Salem Street, Smithfield, RI 02917-1243 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nova Scotia Business Inc. | Nova Scotia | 06/2020 | 06/2021 | |
| Royce Winsten Business Consultants | Nova Scotia | 05/2022 | 04/2024 | |
| Lunenburg Foundry & Engineering Limited | Nova Scotia | 06/2021 | 05/2022 | |
| Fidelity Investments | Smithfield | RI | 04/2024 | Present |
| Unemployed | Nova Scotia | 05/2018 | 09/2018 | |
| Anneka Inc. | Nova Scotia | 03/2017 | 05/2018 | |
| Canada Post | Bridgewater | 09/2018 | 08/2019 | |
| South Shore Opportunities | Halifax | 08/2019 | 06/2020 | |
| Ic Advisory Services Inc | Sea Girt | NJ | 01/2008 | 02/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-07 |
| S65 | Uniform Investment Adviser Law Examination | 1996-06-07 |
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