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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-04-23 |
| RI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ram Fund | Kingston | RI | 09/2020 | 12/2020 |
| City Of Cranston- Parks And Recreation Department | Cranston | RI | 06/2017 | 08/2017 |
| Providence College | Providence | RI | 02/2017 | 06/2017 |
| Fidelity Investments | Smithfield | RI | 10/2021 | Present |
| Bishop Hendricken High School | Warwick | RI | 09/2013 | 06/2017 |
| University Of Rhode Island | Kingston | RI | 09/2017 | 05/2021 |
| City Of Cranston- Parks And Recreation Department | Cranston | RI | 06/2018 | 08/2018 |
| City Of Cranston- Parks And Recreation Department | Cranston | RI | 06/2019 | 08/2019 |
| Unemployed | Cranston | RI | 09/2011 | 02/2017 |
| Unemployed | Cranston | RI | 09/2017 | 05/2018 |
| Unemployed | Cranston | RI | 09/2018 | 05/2019 |
| Unemployed | Cranston | RI | 09/2019 | 09/2020 |
| Unemployed | Cranston | RI | 01/2021 | 10/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-01 |
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