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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-02 |
| MA | RA | APPROVED | 2025-11-20 |
| TX | RA | APPROVED_RES | 2025-11-12 |
Branch Locations
121 Seaport Boulevard 11Th Floor, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock | Boston | MA | 10/2010 | 04/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2018 | 04/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newton | MA | 06/2018 | 11/2021 |
| Bank Of America, N.A. | Newton | MA | 07/2019 | 06/2022 |
| New Horizon Consulting Group | Pawtucket | RI | 04/2018 | 05/2019 |
| Jb Capital, Llc | Needham | MA | 11/2021 | 06/2022 |
| Commonwealth Financial Network | Waltham | MA | 06/2022 | 09/2024 |
| Boston 128 Companies | Sudbury | MA | 09/2024 | 08/2025 |
| Ameritas Investment Company, Llc | Lincoln | NE | 01/2025 | 08/2025 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 01/2025 | 08/2025 |
| Voya Financial Advisors | Boston | MA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-08 |
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