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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-06-24 |
| TX | RA | APPROVED | 2025-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 05/2017 | 12/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 01/2022 | 12/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 12/2022 | 09/2023 |
| Fidelity Investments | Smithfield | RI | 09/2023 | Present |
| Bank Of America | Lincoln | RI | 01/2015 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-18 |
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