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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
Providence, RI • United States
900 Salem Street, Smithfield, RI 02917-1243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grace Harbor Church | Providence | RI | 09/2022 | 07/2023 |
| Fidelity Investments | Smithfield | RI | 07/2023 | Present |
| Eastern Maine Testing And Counseling Services | Bangor | ME | 10/2019 | 08/2022 |
| Ups | Brewer | ME | 09/2019 | 10/2019 |
| Alexander's Wild Maine Blueberries | Greenfield | ME | 08/2019 | 08/2019 |
| Urban Promise | Wilmington | DE | 05/2017 | 05/2019 |
| Eastern Maine Testing And Counseling Services | Bangor | ME | 12/2016 | 05/2017 |
| Maine Soccer Referee Association | Bangor | ME | 09/2016 | 11/2016 |
| University Of Maine | Orono | ME | 09/2019 | 05/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-102501|OrgNmn:Grace Harbor Church|Org Addr:Providence,Rhode Isla,US|OBA Nature:Church|Invst Rel:N|Title:Youth Group Leader|Duties:Plan lessons, organize activities, etc.|StrtDt:09-22-23|TotHrs/mon:15|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-18 |
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