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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-02-28 |
| NY | RA | APPROVED | 2024-02-28 |
| TX | RA | APPROVED | 2024-02-28 |
Branch Locations
121 Seaport Boulevard 11Th Floor, Boston, MA 02210 • United States
One Orange Way, C4-S, Windsor, CT 06095 • United States
Marlborough, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Windsor | CT | 09/2014 | 08/2023 |
| Commonwealth Financial Network | Waltham | MA | 08/2023 | 12/2023 |
| Meritage Financial Strategies, Llc | Glastonbury | CT | 08/2023 | 12/2023 |
| Voya Financial | Windsor | CT | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-16 |
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