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6 Kimball Lane, Lynnfield, MA 01940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-25 |
| RI | RA | APPROVED | 2026-08-10 |
Branch Locations
Bonita Springs, FL • United States
100 Westminster Street 10Th Floor Suite 1004, Providence, RI 02903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girl Scouts Of Eastern Massachusetts | Andover | MA | 06/2019 | 07/2019 |
| Starbucks | Fort Myers | FL | 01/2019 | 09/2019 |
| Market Basket | Methuen | MA | 07/2017 | 10/2022 |
| Enterprise Holdings | Fort Myers | FL | 01/2022 | 06/2022 |
| Abercrombie And Fitch | Salem | NH | 07/2017 | 02/2020 |
| Key Bank | Naples | FL | 07/2022 | 05/2023 |
| Florida Gulf Coast University | Fort Myers | FL | 07/2018 | 05/2022 |
| Fidelity Investments | Naples | FL | 05/2023 | 07/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 07/2026 |
| F L Putnam Investment Management Co. | Providence | RI | 08/2026 | Present |
| Central Catholic High School | Lawrence | MA | 09/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-20 |
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