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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-03-02 |
| MA | RA | APPROVED | 2026-01-27 |
| NY | RA | APPROVED | 2026-01-21 |
| TX | RA | APPROVED | 2026-01-21 |
Branch Locations
121 Seaport Boulevard 11Th Floor, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Careerist | San Francisco | CA | 12/2022 | 02/2023 |
| Composite Modules/Motors, Inc. | Attleboro | MA | 05/2021 | 07/2023 |
| Professional Security Services | Cranston | RI | 10/2018 | 05/2021 |
| J And A Jewlery Llc | Johnston | RI | 09/2020 | 07/2021 |
| Solares Construction | Providence | RI | 07/2016 | 09/2018 |
| Fidelity Investments | Smithfield | RI | 07/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-06 |
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