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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_RES | 2025-03-31 |
Branch Locations
900 Salem Street, Smithfield, RI 02917-1243 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Classical High School | Providence | RI | 12/2015 | 06/2017 |
| Chipotle | Smithfield | RI | 07/2017 | 11/2017 |
| Frontier Airlines | Warwick | RI | 09/2017 | 01/2018 |
| Community College Of Rhode Island | Warwick | RI | 01/2018 | 06/2018 |
| Abm Industries | Boston | MA | 06/2018 | 01/2020 |
| Pine Manor College | Chestnut Hill | MA | 01/2020 | 12/2021 |
| Amazon | Providence | RI | 06/2020 | 08/2020 |
| Staples | Sharon | MA | 11/2020 | 07/2022 |
| Fidelity Investments | Smithfield, | RI | 07/2022 | Present |
| Uber | San Francisco | CA | 05/2022 | 07/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-13 |
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