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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
10 Memorial Boulevard, Providence, RI 02903-1160 • United States
Johnston, 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 |
|---|---|---|---|---|
| University Of New Hampshire | Durham | NH | 08/2016 | 05/2017 |
| Fidelity Investments | Providence | RI | 07/2024 | Present |
| New York Life Insurance Company | Manchester | NH | 11/2021 | 04/2023 |
| Ginger Green Financial | Warwick | RI | 04/2023 | 06/2024 |
| Wealth Management Resource Group | Braintree | MA | 04/2023 | 02/2024 |
| Sagepoint Financial, Inc. | Warwick | RI | 05/2023 | 09/2023 |
| Giuseppe'S Pizzeria & Ristorante | Meredith | NH | 07/2016 | 02/2023 |
| Nylife Securities Llc | Manchester | NH | 03/2022 | 04/2023 |
| Osaic Wealth, Inc. | Warwick | RI | 09/2023 | 06/2024 |
| Plymouth State University | Plymouth | NH | 09/2017 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-18 |
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