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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-06-22 |
| TX | RA | APPROVED_RES | 2023-01-30 |
| RI | RA | APPROVED | 2022-12-02 |
Branch Locations
3400 Pawtucket Ave Ci Client Management, Riverside, RI 02915 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 08/2022 | Present |
| Savings Bank Life Insurance | Woburn | MA | 06/2020 | 06/2022 |
| Allstate Insurance | Framingham | MA | 11/2019 | 04/2020 |
| Allstate Insurance | Norwood | MA | 08/2018 | 09/2019 |
| Unemployed | Norwood | MA | 04/2020 | 06/2020 |
| Unemployed | Norwood | MA | 09/2019 | 11/2019 |
| Goji Insurance | Boston | MA | 04/2018 | 08/2018 |
| Affinity Realty | Boston | MA | 04/2017 | 02/2018 |
| Unemployed | Sharon | MA | 02/2018 | 04/2018 |
| Uno Restaurants | West Roxbury | MA | 11/2016 | 01/2017 |
| Unemployed | Sharon | MA | 01/2017 | 02/2017 |
| Medical Specialties Distributors | Stoughton | MA | 08/2016 | 11/2016 |
| Intellia Therapeutics | Cambridge | MA | 03/2017 | 04/2017 |
| Unemployed | Norwood | MA | 07/2022 | 07/2022 |
| Bank Of America N.A. | Lincoln | RI | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-07 |
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