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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-09-29 |
| TX | RA | APPROVED | 2025-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-15 |
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