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1701 1St Avenue, Rock Island, IL 61201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-04-22 |
| CT | RA | APPROVED | 2026-04-16 |
| MA | RA | APPROVED | 2026-04-16 |
Branch Locations
93 Stiles Road Units 203 & 204, Salem, NH 03079 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 08/2022 | 09/2023 |
| Bridgewater State University | Bridgewater | MA | 08/2018 | 05/2022 |
| Millbury Jr./Sr. High School | Millbury | MA | 08/2012 | 05/2018 |
| Market Basket | Oxford | MA | 06/2016 | 05/2017 |
| Pearl Cafe | Millbury | MA | 05/2015 | 07/2022 |
| Home Depot | Oxford | MA | 06/2021 | 09/2021 |
| Amazon Whole Foods | Shrewsbury | MA | 05/2020 | 08/2020 |
| Bridgewater State University | Bridgewater | MA | 09/2021 | 05/2022 |
| Bridgewater State University | Bridgewater | MA | 08/2021 | 12/2021 |
| Fidelity Investments | Smithfield | RI | 09/2023 | 07/2025 |
| Fidelity Investments | Smithfield | RI | 07/2025 | 11/2025 |
| Modern Woodmen Of America | Rock Island | IL | 01/2026 | Present |
| Mwa Financial Services, Inc. | Rock Island | IL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-09 |
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