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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 | 2025-03-31 |
Branch Locations
East Greenwich, RI • United States
900 Salem Street, Smithfield, RI 02917-1243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank Na | East Providence | RI | 05/2016 | 10/2016 |
| Santander Securities Llc | San Juan | PR | 07/2016 | 10/2016 |
| John Hancock | Westwood | MA | 10/2016 | 09/2021 |
| John Hancock Distributors Llc | Westwood | MA | 10/2017 | 09/2021 |
| Fidelity Investments | Smithfield | RI | 09/2021 | Present |
| Southern New Hampshire University | Manchester | NH | 02/2016 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-01 |
| S65 | Uniform Investment Adviser Law Examination | 2016-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-11 |
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