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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-31 |
Branch Locations
697 Pomfret Street, Pomfret Center, CT 06259 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dino's Park N' Shop | Chepachet | RI | 10/2018 | 02/2019 |
| Mcdonald's | Smithfield | RI | 02/2019 | 06/2019 |
| Santander Bank Co. | Riverside | RI | 07/2019 | 08/2019 |
| Luigi's Gourmet Restaurant And Express | Johnston | RI | 10/2019 | 03/2020 |
| Gordon College | Wenham | MA | 08/2020 | 12/2020 |
| Target | Danvers | MA | 09/2020 | 12/2020 |
| J's Delicatessen | Smithfield | RI | 01/2021 | 07/2021 |
| Youtube | Foster | RI | 06/2021 | 11/2021 |
| Walgreen's | Dayville | CT | 07/2021 | 11/2021 |
| Fidelity Brokerage Services, Llc | Smithfield | RI | 11/2021 | 09/2024 |
| Ponaganset High School | North Scituate | RI | 09/2016 | 06/2020 |
| Fidelity Personal And Workplace Advisors | Smithfield | RI | 05/2023 | 09/2024 |
| Raymond James Financial Services, Inc. | Westerly | RI | 10/2024 | 03/2025 |
| Professional Planning Group | Westerly | RI | 10/2024 | 03/2025 |
| Olsonauto | Eastford | CT | 07/2019 | Present |
| Johnson & Wales University | Providence | RI | 01/2023 | Present |
| New England Professional Planning Group | Westerly | RI | 10/2024 | 03/2025 |
| Commonwealth Financial Network | Waltham | CT | 03/2025 | Present |
| Whz Strategic Wealth Advisors | 305923 | CT | 03/2025 | Present |
Content Creator, Olson Auto, Creating content for YouTube, Instagram, etc.; Located in Eastford, CT 06242, as of 07/2018; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-07 |
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