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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
900 Salem Street, Smithfield, RI 02917-1243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Midvale Country Club | Penfield | NY | 09/2018 | 08/2021 |
| Genesee Valley Club | Rochester | NY | 06/2020 | 08/2020 |
| Woodcliff Hotel & Spa | Fairport | NY | 06/2019 | 08/2019 |
| Binghamton University | Binghamton | NY | 08/2018 | 05/2019 |
| Binghamton University | Binghamton | NY | 08/2019 | 05/2020 |
| Binghamton University | Binghamton | NY | 08/2020 | 05/2021 |
| Binghamton University | Binghamton | NY | 08/2021 | 05/2022 |
| Fidelity Investments | Smithfield | RI | 07/2022 | Present |
| Perinton Recreation Center | Fairport | NY | 11/2016 | 01/2019 |
| Fairport Central School District | Fairport | NY | 07/2012 | 06/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-21 |
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