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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
One Destiny Way, Westlake, TX 76262-8103 • United States
Rehoboth, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 01/2015 | 09/2021 |
| Bank Of America, N.A. | Lincoln | RI | 06/2016 | 09/2021 |
| Fidelity Investments | Smithfield | RI | 09/2021 | Present |
| Bryant University | Smithfield | RI | 01/2021 | 09/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-115069|OrgNmn:Managing Trusts for Beneficiaries|Org Addr:Roanoke,Texas,US|OBA Nature:See above. |Invst Rel:Y|Title:Trustee|Duties:Manage investments, issue checks, communicate with parents of the minor beneficiaries. |StrtDt:12-16-24|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-04 |
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