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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Warwick Country Club | Warwick | RI | 09/2016 | 11/2016 |
| Best Buy | Seekonk | MA | 11/2016 | 01/2017 |
| Wireless Zone | Barrington | RI | 01/2017 | 03/2017 |
| Citizens Securities, Inc | Barrington | RI | 03/2017 | 08/2018 |
| Citizens Bank | Barrington | RI | 03/2017 | 08/2018 |
| Citizens Securities Inc. | Johnston | RI | 08/2018 | 11/2019 |
| Citizens Bank | Johnston | RI | 08/2018 | 11/2019 |
| Citizens Bank | Johnston | RI | 11/2019 | 08/2020 |
| Citizens Bank | Johnston | RI | 08/2020 | 06/2021 |
| Citizens Securities Inc. | Johnston | RI | 08/2020 | 06/2021 |
| Citizens Securities Inc. | Johnston | RI | 06/2021 | 11/2021 |
| Citizens Bank | Johnston | RI | 06/2021 | 11/2021 |
| Citizens Securities, Inc | Westwood | MA | 11/2021 | 12/2022 |
| Citizens Bank, N.A | Johnston | RI | 11/2021 | 12/2022 |
| Fidelity Investments | Smithfield | RI | 12/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-30 |
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