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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-08 |
Branch Locations
7000 North Mopac Expressway Suite 240, Austin, TX 78731 • United States
14643 Dallas Parkway Suite 500, Dallas, TX 75254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Children's Medical Center Of Plano | Plano | TX | 10/2015 | 03/2022 |
| Voya Financial Advisors | Addison | TX | 06/2022 | 03/2024 |
| Voya Financial Advisors | Addison | TX | 03/2024 | Present |
INDEPENDENT INSURANCE POSITION: Independent Insurance Agent NATURE: fixed insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 04/03/2026 ADDRESS: 14643 Dallas Parkway, Suite 500, Dallas TX 75254, United States DESCRIPTION: sales of fixed insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-22 |
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