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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-12 |
Branch Locations
One Orange Way, Windsor, CT 06095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Salida | CA | 10/2017 | 01/2023 |
| Cvs Health | Woonsocket | RI | 12/2014 | 08/2017 |
| University Of California, Merced | Merced | CA | 08/2014 | 08/2017 |
| Unemployed | Las Vegas | NV | 08/2017 | 10/2017 |
| Bankers Life Advisory Services, Inc | Salida | CA | 05/2020 | 01/2023 |
| Bankers Life Securities | Salida | CA | 11/2021 | 01/2023 |
| Voya | Manteca | CA | 01/2023 | Present |
| Voya Financial Partners, Llc | Manteca | CA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-20 |
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