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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-05-02 |
Branch Locations
75 Fountain Street Suite R1, Providence, RI 02902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cafe Sucha Bagel | Greenville | RI | 06/2011 | 12/2021 |
| Rhode Island College | Providence | RI | 01/2015 | 08/2020 |
| Metlife Insurance | Warwick | RI | 01/2021 | 05/2021 |
| Barnes & Noble | Providence | RI | 11/2021 | 12/2021 |
| Fidelity Investments | Smithfield | RI | 06/2022 | 11/2024 |
| Full Time Education | Providence | RI | 01/2015 | 08/2020 |
| Charles Schwab | Providence | RI | 03/2025 | Present |
| Unemployed | Cranston | RI | 11/2024 | 03/2025 |
| Cafe Sucha Bagel | Greenville | RI | 06/2021 | 10/2021 |
| Cafe Sucha Bagel | Greenville | RI | 01/2021 | 06/2022 |
| Charles Schwab Bank Ssb | Providence | RI | 03/2025 | Present |
1) David Louis Cunha Foundation | Investment Related:No||Nonprofit Charitable Organizations|Board Member of Board of Directors |2020-01-12|Less than 20|0|I vote on decisions of where to donate funds raised. As a board member, I meet with the foundation once a year to vote on different proposed ways to allocate the money from various donations to help those individuals. I don't have any access to the assets that are allocated, I just speak my vote.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-15 |
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