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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-29 |
| NY | RA | APPROVED | 2026-01-07 |
| MA | RA | APPROVED | 2025-11-13 |
Branch Locations
121 Seaport Boulevard 11Th Floor, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Chestnut Hill | MA | 11/2015 | 02/2019 |
| Citizens Securities, Inc | Chestnut Hill | MA | 11/2015 | 02/2019 |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 02/2019 | 11/2021 |
| J.P. Morgan Securities Llc | Boston | MA | 02/2019 | 11/2021 |
| Fidelity Investments | Westwood | MA | 11/2021 | 11/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 11/2025 |
| Voya Financial Advisors | Boston | MA | 11/2025 | Present |
Rental Property POSITION: landlord NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2014 ADDRESS: Malden MA 02148, United States DESCRIPTION: upkeep of property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-02 |
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