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225 Newman Ave Suite 300, Rumford, RI 02916 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 06/2023 | 01/2025 |
| Tj Maxx | North Kingstown | RI | 09/2015 | 07/2021 |
| Citizens Bank | Wakefield | RI | 09/2021 | 01/2023 |
| Saint Joseph's College Of Maine | Standish | ME | 09/2017 | 05/2021 |
| Quidnessett Country Club | North Kingstown | RI | 05/2023 | 10/2024 |
| Unemployed | North Kingstown | RI | 02/2023 | 04/2023 |
| Ae Wealth Management, Llc | Topeka | KS | 06/2025 | 11/2025 |
| Massey And Associates, Inc | Warwick | RI | 02/2025 | 11/2025 |
| Bountiful Investment Management | Rumford | RI | 11/2025 | Present |
1. Independent Insurance Agent; Investment-related; Same Address; Started 01/2025; Approximately 80 hours per month is spent on this activity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-14 |
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