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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-05-19 |
| TX | RA | APPROVED | 2025-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canisius High School | Buffalo | NY | 06/2018 | 06/2020 |
| Providence College | Providence | RI | 08/2020 | 06/2021 |
| Fidelity Investments | Smithfield | RI | 03/2024 | Present |
| Canisius High School | Buffalo | NY | 06/2018 | 08/2018 |
| Providence College | Providence | RI | 08/2021 | 06/2022 |
| Amazon | Lancaster | NY | 06/2021 | 08/2021 |
| St. Andrews Country Day School | Kenmore | NY | 06/2017 | 08/2017 |
| National Park Service | Pawtucket | RI | 06/2022 | 11/2022 |
| Genesse Transit Pediatrics | Depew | NY | 06/2020 | 08/2020 |
| St. Andrew'S Country Day School | Kenmore | NY | 01/2013 | 05/2017 |
| Canisius High School | Buffalo | NY | 08/2017 | 06/2018 |
| The Aquidneck Club | Portsmouth | RI | 06/2022 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-12 |
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