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Voya Financial Advisors, Inc. CRD 2882
$3.87B regulatory AUM 120 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-12-16 |
Branch Locations
North Charleston, SC • United States
1600 Division St Suite 610, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Atlanta | GA | 01/2016 | 12/2017 |
| Transamerica Retirement Solutions | Charleston | SC | 12/2017 | 04/2020 |
| Transamerica Investors Securities Corporation | Charleston | SC | 12/2017 | 04/2020 |
| Commonwealth Financial Network | Waltham | MA | 04/2020 | 11/2020 |
| Cummings Wealth Management Group | Mt. Pleasant | SC | 04/2020 | 11/2020 |
| Voya Financial Advisors, Inc. | North Charleston | SC | 12/2020 | Present |
| Uber | San Francisco | CA | 01/2025 | Present |
NAME OF ENTITY: Independent Insurance Agent; Yes; 4341 Cordial Alley; N Charleston; SC; 29405; Fixed Insurance Sales; Independent Insurance Agent; 6/4/2021; 160; 160; Sales of Fixed Insurance products| UBER POSITION: Uber Driver NATURE: Be an Uber driver on weeknights during after normal working hours and on weekends occasionally. Mainly looking to earn some additional discretionary income for golf lessons/trips and for future upcoming vacations for my daughter and I. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 01/23/2025 ADDRESS: 1455 3rd Street, San Francisco CA 94158, United States DESCRIPTION: Drive Uber riders to and from their destinations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-19 |
| S66 | Uniform Combined State Law Examination | 2008-06-06 |
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