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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benetch Inc | Santa Ana | CA | 01/2015 | 04/2017 |
| Principal Life Insurance | Costa Mesa | CA | 04/2017 | 09/2022 |
| Principal Securities Inc | Costa Mesa | CA | 05/2017 | 09/2022 |
| Woodbury Financial Services Inc | South Pasadena | CA | 11/2022 | 01/2024 |
| Osaic Wealth, Inc. | South Pasadena | CA | 01/2024 | 03/2024 |
| Lincoln Financial Distributors | Radnor | PA | 03/2024 | 06/2025 |
| Voya Financial | Manhattan Beach | CA | 07/2025 | Present |
| Voya Financial Partners, Llc | Manhattan Beach | CA | 07/2025 | Present |
| Voya Retirement Advisors, Llc | Manhattan Beach | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-22 |
| S66 | Uniform Combined State Law Examination | 2017-10-09 |
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