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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-03 |
| MA | RA | APPROVED | 2026-07-02 |
| TX | RA | APPROVED | 2026-06-16 |
Branch Locations
121 Seaport Boulevard 11Th Floor, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 10/2022 | 06/2026 |
| Providence College | Providence | RI | 09/2018 | 05/2022 |
| Lasalle Academy | Providence | RI | 09/2014 | 06/2018 |
| State House Of Rhode Island | Providence | RI | 02/2018 | 03/2018 |
| Iggy's Doughboys & Chowder House | Narragansett | RI | 05/2019 | 08/2019 |
| Priority Management Group | Pawtucket | RI | 05/2020 | 09/2020 |
| The Coastguard House | Narragansett | RI | 05/2021 | 08/2021 |
| Old's Irish Social Club | Providence | RI | 09/2021 | 04/2022 |
| Unemployed | Narragansett | RI | 05/2022 | 10/2022 |
| North Kingston Chamber Of Commerce | North Kingston | RI | 03/2021 | 05/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2026 |
| Voya Financial Advisors | Boston | MA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-24 |
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