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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_RES | 2025-03-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eric'S Landscaping And Tree Service Llc | Columbia | CT | 07/2020 | 03/2023 |
| Unemployed | Smithfield | RI | 03/2023 | 08/2023 |
| Fidelity Investments | Smithfield | RI | 08/2023 | Present |
| Panda Express | Storrs | CT | 01/2017 | 06/2017 |
| Domino'S | Willimantic | CT | 10/2020 | 08/2021 |
| Private Home Health Care | Willimantic | CT | 07/2016 | 08/2018 |
| Brookhaven Condo Association | Manchester | CT | 06/2017 | 08/2018 |
| Blount Small Ship Adventures | Warren | RI | 08/2018 | 06/2020 |
| Manchester Community College | Manchester | CT | 01/2020 | 05/2021 |
| University Of Connecticut | Storrs | CT | 08/2016 | 12/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-05 |
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