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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-04-22
TX RA APPROVED 2025-04-22
  • RI RA
    APPROVED
    Since 2025-04-22
  • TX RA
    APPROVED
    Since 2025-04-22

Branch Locations

Lincoln, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Smithfield RI 01/2023 Present
Igt Providence RI 02/2022 12/2022
Dunkin Donuts Smithfield RI 06/2020 02/2022
Igt Providence RI 06/2018 04/2020
Target Notrh Attleboro MA 08/2017 06/2018
Mount Saint Charles Academy Woonsocket RI 01/2013 06/2018
C & K Management Services, Inc Lincoln RI 06/2020 01/2023
Bryant University Smithfield RI 09/2018 12/2022
Gregg'S Restaurant East Providence RI 03/2017 08/2017
  • 01/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 02/2022 → 12/2022
    Igt
    Providence, RI
  • 06/2020 → 02/2022
    Dunkin Donuts
    Smithfield, RI
  • 06/2018 → 04/2020
    Igt
    Providence, RI
  • 08/2017 → 06/2018
    Target
    Notrh Attleboro, MA
  • 01/2013 → 06/2018
    Mount Saint Charles Academy
    Woonsocket, RI
  • 06/2020 → 01/2023
    C & K Management Services, Inc
    Lincoln, RI
  • 09/2018 → 12/2022
    Bryant University
    Smithfield, RI
  • 03/2017 → 08/2017
    Gregg'S Restaurant
    East Providence, RI
Other Businesses

OBA-95962|OrgNmn:C & K Management Services Inc.|Org Addr:Lincoln,Rhode Isla,US|OBA Nature:C&K Management Services, Inc. |Invst Rel:N|Title:Employee|Duties:Manage Book-keeping using Quick Books. Includes customer data input, issuing invoices, recieving payments, vendor data input, entering bills a|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-15
S63 Uniform Securities Agent State Law Examination 2023-07-19
  • S66 Uniform Combined State Law Examination
    2025-04-15
  • S63 Uniform Securities Agent State Law Examination
    2023-07-19
Other Names
  • Patrick Michael Kumar
  • Patrick Kumar

View on SEC IAPD

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