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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-24 |
Branch Locations
121 Seaport Blvd 11Th Fl, Boston, MA 02210 • United States
One Orange Way, Windsor, CT 06095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Distributors, Llc | Charlotte | NC | 06/2021 | 06/2023 |
| Virtus Investment Partners | Hartford | CT | 07/2020 | 08/2020 |
| Glastonbury High School | Glastonbury | CT | 08/2013 | 07/2017 |
| University Of Connecticut | Storrs | CT | 08/2017 | 05/2021 |
| Prague College | Prague | 06/2019 | 07/2019 | |
| Cadaret Grant & Co., Inc. | Glastonbury | CT | 06/2023 | 07/2025 |
| Lpl Financial Llc | Glastonbury | CT | 07/2025 | 06/2026 |
| Voya Financial Advisors | Boston | MA | 06/2026 | Present |
| Voya Financial Partners, Llc | Boston | MA | 08/2026 | Present |
| Voya Retirement Advisors, Llc | Boston | MA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-01 |
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