Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-09-29
TX RA APPROVED 2025-09-29
  • RI RA
    APPROVED
    Since 2025-09-29
  • TX RA
    APPROVED
    Since 2025-09-29

Branch Locations

Cumberland, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Smithfield RI 07/2024 Present
The Providence Country Day School East Providence RI 09/2014 05/2020
Bryant University Smithfield RI 09/2020 05/2024
The Aquidneck Club Ri RI 06/2022 08/2022
Cheetah Capital Boston MA 02/2023 05/2023
Unemployed Cumberland RI 06/2020 08/2020
Parsons Capital Management Ri RI 06/2023 08/2023
Ten Prime Steak And Sushi Ri RI 06/2023 12/2023
The Aquidneck Club Ri RI 06/2021 08/2021
Bryant University Ri RI 02/2022 05/2022
Unemployed Cumberland RI 06/2024 06/2024
  • 07/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 09/2014 → 05/2020
    The Providence Country Day School
    East Providence, RI
  • 09/2020 → 05/2024
    Bryant University
    Smithfield, RI
  • 06/2022 → 08/2022
    The Aquidneck Club
    Ri, RI
  • 02/2023 → 05/2023
    Cheetah Capital
    Boston, MA
  • 06/2020 → 08/2020
    Unemployed
    Cumberland, RI
  • 06/2023 → 08/2023
    Parsons Capital Management
    Ri, RI
  • 06/2023 → 12/2023
    Ten Prime Steak And Sushi
    Ri, RI
  • 06/2021 → 08/2021
    The Aquidneck Club
    Ri, RI
  • 02/2022 → 05/2022
    Bryant University
    Ri, RI
  • 06/2024 → 06/2024
    Unemployed
    Cumberland, RI
Other Businesses

OBA-111316|OrgNmn:USA Hockey|Org Addr:Colorado S,Colorado,US|OBA Nature:USA Hockey is a country wide o|Invst Rel:N|Title:Level 1 Referee|Duties:N/A|StrtDt:08-01-24|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-26
S63 Uniform Securities Agent State Law Examination 2024-10-15
  • S66 Uniform Combined State Law Examination
    2025-09-26
  • S63 Uniform Securities Agent State Law Examination
    2024-10-15

View on SEC IAPD

More in Cumberland, RI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor