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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-06-24 |
| TX | RA | APPROVED | 2025-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 09/2023 | Present |
| The Goose Hummock | Orleans | MA | 06/2022 | 07/2023 |
| Stonewood Products | Harwich | MA | 11/2021 | 05/2022 |
| The Goose Hummock | Orleans | MA | 05/2020 | 11/2021 |
| University Of Rhode Island- Accounting Office | Kingston | RI | 05/2018 | 04/2020 |
| The University Of Rhode Island | Kingston | RI | 09/2016 | 04/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-18 |
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