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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| RI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
900 Salem Street, Smithfield, RI 02917-1243 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Alpine Country Club | Cranston | RI | 04/2008 | 12/2018 |
| Keller Williams Coastal Realty | Cranston | RI | 10/2020 | 09/2021 |
| Bon Asian Bistro | Johnston | RI | 07/2019 | 09/2021 |
| Dick's Sporting Goods | Warwick | RI | 07/2017 | 12/2018 |
| Fidelity Investments | Smithfield | RI | 09/2021 | Present |
| Newport Beach House | Middletown | RI | 07/2018 | 09/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-63061|OrgNmn:Keller Williams Coastal Realty|Org Addr:Cranston,Rhode Isla,US|OBA Nature:Real Estate Company|Invst Rel:Y|Title:Independent Contractor|Duties:Assist clients in purchasing and/or selling their home, negotiating contracts on their behalf|StrtDt:10-01-20|TotHrs/mon:30|TrdHrs/mon:0|OBA-113193|OrgNmn:The Fogarty Center|Org Addr:Barrington,Rhode Isla,US|OBA Nature:Care for adults with disabilit|Invst Rel:N|Title:Employee|Duties:Provided one on one care and socialization opportunities for an individual with special healthcare needs as directed by their parents/caretake|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|OBA-63428|OrgNmn:Bon Asian Bistro|Org Addr:Johnston,Rhode Isla,US|OBA Nature:Restaurant|Invst Rel:N|Title:Employee|Duties:Taking/ serving food and drink orders for customers. Clearing plates and glasses as needed. Provide positive sales approach when making food/d|StrtDt:07-01-19|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-09 |
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