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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-02-07 |
| CT | RA | APPROVED | 2019-10-24 |
Branch Locations
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
198 Main St Suite 7, Great Barrington, MA 01230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Investment Management | Windsor | CT | 04/2016 | 01/2019 |
| Voya Investments Distributor, Llc | Windsor | CT | 04/2016 | 01/2019 |
| Voya Investment Management Co. Llc | New York | NY | 04/2016 | 01/2019 |
| Alexandra Dest Capital Management | Pittsfield | MA | 02/2019 | 03/2019 |
| Arista Advisory Group | Great Barrington | MA | 03/2019 | 10/2019 |
| Integrated Advisors Network, Llc | Dallas | TX | 10/2019 | Present |
| Evoque Investments | Great Barrington | MA | 10/2019 | Present |
Evoque Investments, Investment related, Chief Operating Officer, 10/2019, DBA, hours in line with advisory business, 198 Main St, Suite 7, Great Barrington, MA 01230
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-22 |
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