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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-05-21 |
| TX | RA | APPROVED | 2026-05-21 |
Branch Locations
Cumberland, 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 |
|---|---|---|---|---|
| Full-Time Education | Freeport | ME | 11/2020 | 06/2021 |
| Triton Light | Baltimore | MD | 09/2024 | 12/2024 |
| Tuscan Brick Oven Bistro | Freeport | ME | 07/2020 | 11/2020 |
| Mainely Custard | Freeport | ME | 05/2022 | 08/2022 |
| Seventy2 Capital Wealth Management | Bethesda | MD | 08/2023 | 01/2024 |
| Ocs | London | 01/2024 | 06/2024 | |
| Fidelity Investments | Smithfield | RI | 06/2025 | Present |
| Full-Time Education | Washington | DC | 08/2022 | 05/2023 |
| Full-Time Education | Freeport | ME | 06/2015 | 07/2020 |
| Jpmorgan Chase & Co. | Tempe | AZ | 06/2024 | 08/2024 |
| Norway Savings Bank | Freeport | ME | 05/2023 | 08/2023 |
| Mainely Custard | Freeport | ME | 06/2021 | 08/2021 |
| Full-Time Education | Washington | DC | 12/2024 | 06/2025 |
| Full-Time Education | Washington | DC | 08/2021 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-15 |
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