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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-26 |
| NY | RA | APPROVED | 2021-05-13 |
Branch Locations
4500 Pewter Lane Bldg. #5, Manlius, NY 13104 • United States
One Huntington Quadrangle Suite 1C01, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Manlius | NY | 09/2014 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 4500 PEWTER LANE BLDG #5; MANILUS; NY; 13104; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 5/3/2013; 1; 1; SALES OF FIXED INSURANCE| NAME OF ENTITY: Trinity Episcopal Church; No; 106 Chapel Street; Fayetteville; NY; 13066; Non-profit organization; Vestry Member; 6/1/2018; 3; 0; The Vestry is the church's board. Responsible for the budget, enacting/enforcing church rules and regulations. NAME OF ENTITY: Pewter Lane Associates; No; 4500 Pewter Lane Bldg. 5; Manlius; NY; 13104; Financial Services/DBA; President; 7/1/2021; 1; 0; Sale and service insurance, securities and investment products|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-04 |
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