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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-01-22 |
Branch Locations
121 Seaport Boulevard 11Th Floor, Boston, MA 02210 • United States
One Orange Way B1S, Windsor, CT 06095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Right Networks | Hudson | NH | 09/2020 | Present |
| Gioba | Wilmington | NC | 12/2019 | 04/2020 |
| Payless Business | Wilmington | NC | 01/2020 | 04/2020 |
| True Blue | Wilmington | NC | 01/2018 | 01/2020 |
| Olive Garden | Wilmington | NC | 01/2017 | 01/2018 |
| University Of North Carolina Wilmington | Wilmington | CT | 10/2010 | 01/2018 |
| Unemployed | Wilmington | NC | 04/2020 | 09/2020 |
| Voya Financial Advisors, Inc. | Braintree | MA | 11/2020 | Present |
| Madison House Wealth Management | Boston | MA | 01/2026 | Present |
MADISON HOUSE WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: This a DBA for our wealth management/financial planning side of our business here at Voya. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 26 START DATE: 01/09/2026 ADDRESS: 121 Seaport Blvd- 10th Floor, Boston MA 02210, United States DESCRIPTION: - Financial advising, Income planning, Insurance planning, Investment advice, Servicing clients. FIXED INSURANCE PRODUCTS POSITION: Independent Insurance Agent NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2023 ADDRESS: 121 Seaport Blvd- 10th Floor, Boston MA 02210, United States DESCRIPTION: Sales and service of fixed insurance products through Voya's approved vendors.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-12-02 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-19 |
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