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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-03-04 |
| TX | RA | APPROVED | 2026-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pitney Bowes | Shelton/Hybrid | CT | 06/2023 | 08/2023 |
| Urban Air Adventure Parks | Orange | CT | 06/2018 | 08/2022 |
| Amity Regional High School | Woodbridge | CT | 07/2016 | 06/2020 |
| Doordash | Orange | CT | 06/2020 | 06/2020 |
| Fidelity Investments | Smithfield | RI | 06/2024 | Present |
| Asociacion Padel Integra | Seville | 09/2022 | 12/2022 | |
| Bryant University | Smithfield | RI | 08/2020 | 05/2024 |
| Gillette Stadium | Foxboro | MA | 04/2021 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-01 |
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