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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-08-21 |
Branch Locations
3400 Pawtucket Ave Ci Client Services, Riverside, RI 02915 • United States
3400 Pawtucket Ave Ci Relationship Management, Riverside, RI 02915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bulla Gastrobar (Centurion Restaurant Group) | Tampa | FL | 11/2024 | 05/2025 |
| Doordash | Cranston | RI | 06/2021 | 07/2025 |
| Shelton Financial Services | Plant City | FL | 09/2024 | 10/2024 |
| Christina'S Cafe | Westborough | MA | 10/2019 | 03/2020 |
| Yard House (Darden Inc) | Boston | MA | 01/2022 | 08/2024 |
| Unemployed | Westborough | MA | 06/2015 | 10/2019 |
| Serur Agencies (American Income Life) | Tampa | FL | 07/2024 | 10/2024 |
| Unemployed | Westborough | MA | 03/2020 | 06/2021 |
| Diseno Y Arquitectura Jrv | San Isidro | 01/2024 | 05/2024 | |
| Strategic Alternative Investments And Learning | Boston | MA | 09/2023 | 12/2023 |
| Fidelity Investments | Smithfield | RI | 07/2025 | 07/2026 |
| Unemployed | Westborough | MA | 08/2021 | 01/2022 |
| Basta Italian Restaurant | Cranston | RI | 07/2025 | 01/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Riverside | RI | 07/2026 | Present |
| Umbria | Boston | MA | 06/2023 | 08/2023 |
| Suffolk University | Boston | MA | 09/2020 | 05/2024 |
| Bank Of America, N.A. | Riverside | RI | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2025-11-25 |
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