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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-13 |
| ME | RA | APPROVED | 2020-03-03 |
Branch Locations
One Orange Way B1S, Windsor, CT 06095 • United States
169 Ocean Street Suite 202, South Portland, ME 04106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Portland | ME | 03/2014 | 07/2019 |
| Financial Benefits Services Corp | Portland | ME | 07/2014 | 02/2019 |
| Raymond James Financial Services, Inc. | Portland | ME | 03/2014 | 07/2019 |
| Voya Financial Advisors, Inc. | Portland | OR | 03/2020 | Present |
| Unemployed | Portland | ME | 08/2019 | 02/2020 |
NAME OF ENTITY: Independent Insurance Agent; Yes; 169 Ocean Street, Suite 202; South Portland; ME; 04106; Fixed Insurance Sales; Independent Insurance Agent; 2/24/2020; 160; 160; Sales of fixed insurance products|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-10 |
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