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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-16 |
| TX | RA | APPROVED_RES | 2026-03-04 |
| NY | RA | APPROVED | 2026-03-03 |
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 |
|---|---|---|---|---|
| Whim Inc | Boston | MA | 06/2020 | 08/2020 |
| Numis Securities | New York | NY | 06/2019 | 08/2019 |
| Espn Wildcat Productions | Durham | NH | 09/2017 | 05/2019 |
| Orienta Beach Club | Mamaroneck | NY | 05/2019 | 08/2019 |
| Town Of Harrison | Harrison | NY | 05/2016 | 08/2017 |
| Playa Bowls Bronxville | Bronxville | NY | 05/2018 | 08/2018 |
| Student | Durham | NH | 08/2020 | 05/2021 |
| University Of New Hampshire | Durham | NH | 08/2017 | 05/2021 |
| Valic Financial Advisors | Nashua | NH | 07/2021 | 02/2026 |
| Agia | Houston | TX | 12/2022 | 02/2026 |
| Voya Financial Advisors | Boston | MA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-09 |
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