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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 |
| Cinemaworld Lanes And Games | Lincoln | RI | 12/2017 | 03/2023 |
| Rhode Island College | Providence | RI | 08/2017 | 05/2021 |
| Smithfield High School | Smithfield | RI | 09/2013 | 06/2017 |
| Town Of Smithfield | Smithfield | RI | 06/2015 | 08/2018 |
| The Last Resort | Smithfield | RI | 06/2017 | 10/2019 |
| State Of Rhode Island | Providence | RI | 09/2015 | 01/2017 |
| Kountry Kitchen | Greenville | RI | 08/2016 | 02/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-28 |
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