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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 |
|---|---|---|---|---|
| Kings Crossing Golf Club | North Kingstown | RI | 06/2021 | 09/2022 |
| Rhode Island College | Providence | RI | 09/2015 | 05/2021 |
| D-Gro Landscaping | North Kingstown | RI | 05/2016 | 08/2018 |
| Unemployed | North Kingstown/ North Providence | RI | 08/2018 | 06/2021 |
| Fidelity Investments | Smithfield | RI | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-91608|OrgNmn:Kings Crossing golf club|Org Addr:North King,Rhode Isla,US|OBA Nature:Golf course|Invst Rel:N|Title:customer experience associate|Duties:customer service, bartender and cook|StrtDt:06-01-21|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-10 |
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