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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 06/2023 | 12/2025 |
| Roy Carpenters Beach | Wakefield | RI | 05/2021 | 08/2021 |
| Roy Carpenters Beach | Wakefield | RI | 05/2020 | 08/2020 |
| Scarborough State Beach | Narragansett | RI | 05/2019 | 08/2019 |
| Scarborough State Beach | Narragansett | RI | 05/2018 | 08/2018 |
| Scarborough State Beach | Narragansett | RI | 05/2017 | 08/2017 |
| Gansett Wraps | Narragansett | RI | 01/2021 | 05/2021 |
| University Of Rhode Island | Kingston | RI | 01/2020 | 05/2023 |
| University Of Arizona | Tucson | AZ | 08/2019 | 12/2019 |
| Southkingstown High School | Wakefield | RI | 09/2015 | 06/2019 |
| The Pub Matunuck | Wakefield | RI | 06/2021 | 06/2023 |
| Matunuck Group | Wakefield | RI | 05/2022 | 09/2022 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-18 |
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