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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
900 Salem Street, Smithfield, RI 02917-1243 • United States
Manville, RI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank Na | East Providence | RI | 07/2015 | 01/2018 |
| Santander Securities Llc | San Juan | PR | 07/2015 | 01/2018 |
| Night Nurse Pediatric Triage | Framingham | MA | 11/2012 | 01/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Providence | RI | 01/2018 | 04/2019 |
| Bank Of America, N.A. | Providence | RI | 05/2018 | 04/2019 |
| Citizens Bank Na | East Providence | RI | 04/2019 | 03/2022 |
| Citizens Securities Inc. | East Providence | RI | 04/2019 | 03/2022 |
| Fidelity Investments | Smithfield | RI | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-24 |
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