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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-01-26 |
| TX | RA | APPROVED_RES | 2022-01-05 |
| MD | RA | APPROVED | 2017-03-15 |
Branch Locations
1451 Rockville Pike, Suite 250, Rockville, MD 20852 • United States
12150 Monument Drive Ste 850, Fairfax, VA 22033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial | North Potomac | MD | 09/2014 | Present |
| Voya Financial Advisors | Rockville | MD | 09/2014 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1700 ROCKVILLE PIKE STE 400; ROCKVILLE; MD; 20852; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 11/15/2001; 160; 160; SALE OF FIXED INSURANCE PRODUCTS|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-22 |
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