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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 |
|---|---|---|---|---|
| Unemployed | Smithfield | RI | 03/2020 | 07/2020 |
| Tavolo Wine Bar | Warrick | RI | 03/2021 | 02/2024 |
| Siena | Smithfield | RI | 03/2022 | 05/2023 |
| Greenville Inn Defunct | Greenville | RI | 03/2014 | 03/2020 |
| General Dynamics | Quonset Point | RI | 09/2020 | 01/2021 |
| Tumblesalts Cafe | North Providence | RI | 03/2022 | 03/2022 |
| Copperfields | Smithfield | RI | 07/2020 | 03/2021 |
| Fidelity Investments | Smithfield | RI | 03/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-09 |
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