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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-29 |
| MA | RA | APPROVED | 2026-04-23 |
| TX | RA | APPROVED | 2026-04-17 |
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 |
|---|---|---|---|---|
| Santander Bank Na | Plainville | MA | 08/2014 | 12/2016 |
| Santander Securities Llc | Plainville | MA | 08/2015 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 12/2016 | 04/2026 |
| Bank Of America, N. A. | Lincoln | RI | 08/2019 | 04/2026 |
| Voya Financial Advisors | Boston | MA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-03 |
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