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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-06-08 |
Branch Locations
225 Dyer Street, Providence, RI 02903 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • 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 |
|---|---|---|---|---|
| Allworth Financial | Providence | RI | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellesley Hills | MA | 12/2013 | 07/2020 |
| Bank Of America, N.A. | Wellesley Hills | MA | 01/2014 | 07/2020 |
| Rbc Capital Markets, Llc | Wellesley | MA | 07/2020 | 04/2026 |
| City National Bank | Wellesley | MA | 10/2021 | 12/2022 |
| City National Bank | Wellesley | MA | 05/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-02-11 |
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