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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-07-17 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
900 Salem Street, Smithfield, RI 02917-1243 • 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 |
|---|---|---|---|---|
| Bristol Police Department | Bristol | RI | 03/2010 | 02/2023 |
| Air Force Reserve | Chicopee | MA | 11/2011 | 06/2019 |
| Fidelity Investments | Smithfield | RI | 01/2024 | Present |
| Unemployed | Cranston | RI | 02/2023 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-23 |
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