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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-02 |
Branch Locations
121 Seaport Boulevard 11Th Floor, Boston, MA 02210 • United States
One Orange Way B1S, Windsor, CT 06095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade Inc | Medford | MA | 07/2014 | 04/2018 |
| Merrill Lynch | Andover | MA | 11/2018 | 01/2022 |
| Unemployed | Peabody | MA | 05/2018 | 10/2018 |
| Bank Of America Na | Andover | MA | 12/2018 | 01/2022 |
| The Vanguard Group Inc | Charlotte | NC | 09/2022 | 08/2023 |
| Unemployed | Peabody | MA | 02/2022 | 08/2022 |
| Edward Jones | St Louis | MO | 04/2024 | 06/2024 |
| Unemployed | Peabody | MA | 08/2023 | 03/2024 |
| Sequoia Financial Group, Llc | Akron | OH | 07/2024 | 08/2025 |
| Savvy | Peabody | MA | 12/2025 | 03/2026 |
| Unemployed | Peabody | MA | 08/2025 | 12/2025 |
| Voya Financial Advisors | Boston | MA | 03/2026 | Present |
FIXED INSURANCE POSITION: Agent NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/22/2026 ADDRESS: 121 Seaport Blvd, 11th Floor, Boston MA 02210, United States DESCRIPTION: sales of Fixed Insurance Products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-16 |
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