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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| O'COnnor Financial Services, Llp | The Woodlands | TX | 11/2016 | 07/2019 |
| Unemployed | Crosby | TX | 08/2016 | 10/2016 |
| Lpl Financial, Llc | Houston | TX | 07/2019 | 08/2021 |
| Global Retirement Partners, Llc | Houston | TX | 01/2021 | 08/2021 |
| Voya Financial | Spring | TX | 08/2021 | Present |
| Voya Financial Partners, Llc | Spring | TX | 08/2021 | Present |
| Hub International | Houston | TX | 07/2019 | 08/2021 |
| Voya Retirement Advisors, Llc | Spring | TX | 03/2025 | Present |
| Residential Rental Property | Houston | TX | 08/2026 | Present |
Residential Rental property; Not investment related; Houston, TX 77001 ; landlord / sole proprietor; 08/01/2026 ; 4 hour per month; 4 hours per month during trading hours; Single family home for lease.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-18 |
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