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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-05-21 |
| MA | RA | APPROVED | 2026-04-02 |
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 |
|---|---|---|---|---|
| Unemployed | Ipswich | MA | 04/1999 | 05/2019 |
| Western Cycle | Danvers | MA | 05/2019 | 02/2020 |
| New England Wealth Management | Danvers | MA | 02/2020 | 08/2021 |
| Commonwealth Financial Network | Waltham | MA | 02/2020 | 08/2021 |
| Unemployed | Boston | MA | 09/2021 | 01/2022 |
| Fidelity Investments | Smithfield | RI | 01/2023 | 05/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellesley Hills | MA | 05/2024 | 10/2024 |
| Fidelity Investments | Smithfield | RI | 01/2022 | 01/2023 |
| Suffolk University | Boston | MA | 09/2018 | 05/2022 |
| Bank Of America, N.A. | Wellesley Hills | MA | 05/2024 | 10/2024 |
| Edelman Financial Engines | Santa Clara | CA | 07/2025 | 02/2026 |
| Fisher Charitable Foundation | Boston | MA | 09/2019 | 06/2024 |
| Unemployed | Boston | MA | 10/2024 | 07/2025 |
| Unemployed | Malden | MA | 02/2026 | 03/2026 |
| Voya Financial Advisors | Boston | MA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-17 |
| S65 | Uniform Investment Adviser Law Examination | 2019-08-27 |
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