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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 | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 03/2023 | Present |
| Winslow Technology Group | Waltham | MA | 05/2022 | 03/2023 |
| Shaws | Wakefield | RI | 02/2022 | 05/2022 |
| The Npd Group | Port Washington | NY | 06/2018 | 08/2018 |
| University Of Rhode Island | Kingston | RI | 09/2019 | 12/2022 |
| A And B Family Appliances | Wakefield | RI | 09/2021 | 04/2022 |
| Waters Edge Catering | Centerport | NY | 04/2021 | 09/2021 |
| Mcdonald'S | Northport | NY | 08/2016 | 03/2020 |
| Doordash | East Northport | NY | 04/2020 | 08/2020 |
| Northport School District | Northport | NY | 03/2013 | 06/2019 |
| Northport High School | Northport | NY | 09/2015 | 06/2019 |
| Stop And Shop | Narragansett | RI | 01/2020 | 04/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-11 |
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