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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-11-18 |
| CA | RA | APPROVED | 2022-11-18 |
Branch Locations
One Orange Way, Windsor, CT 06095 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Phoenix | AZ | 06/2016 | 03/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 06/2016 | 03/2022 |
| Voya | Phoenix | AZ | 10/2022 | Present |
| Amazon | Phoenix | AZ | 04/2022 | 05/2022 |
| Cactushabit, Llc | Phoenix | AZ | 05/2022 | Present |
| Birdfly, Llc | Phoenix | AZ | 11/2022 | Present |
| Voya Financial Partners, Llc | Phoenix | AZ | 11/2022 | Present |
| Voya Retirement Advisors, Llc | Phoenix | AZ | 11/2022 | Present |
| Uber | San Francisco | CA | 01/2024 | 06/2024 |
1.) CactusHabit, LLC; Not investment related; 2632 S. 83rd Ave. #100-301 Phoenix, AZ 85043; Retail - sell insulated water bottles; Partner; 05/01/2022 ; 10 hour per month; 0 hours per month during trading hours; Product Manager/Designer. 2.) Birdfly, LLC; Not investment related; 2632 S. 83rd Ave. #100-301 Phoenix, AZ 85043; Technology Services - Travel application; Owner; 11/01/2022 ; 40 hour per month; 0 hours per month during trading hours; Building an application in the travel industry.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-20 |
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