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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2023-04-18 |
Branch Locations
1175 Cumberland Hill Road, Woonsocket, RI 02895 • United States
445 Putnam Pike, Smithfield, RI 02917 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mansfield Co-Operative Bank | Mansfield | MA | 10/2004 | 12/2020 |
| Commonwealth Financial Network | Waltham | MA | 10/2006 | 12/2020 |
| Infinex Investments, Inc. | Meriden | CT | 01/2021 | 04/2021 |
| Bluestone Bank | Raynham | MA | 01/2021 | 04/2021 |
| Commonwealth Financial Network | Waltham | MA | 04/2023 | Present |
| Bank Rhode Island Investment Services | Smithfield | RI | 04/2023 | Present |
| Unemployed | Smithfield | RI | 04/2021 | 04/2023 |
Fixed insurance sales; as of 04/18/2023; 10% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-13 |
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