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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-28 |
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 |
|---|---|---|---|---|
| Gwfs Equities, Inc | Orlando | FL | 02/2021 | 07/2023 |
| Enterprise Rent-A-Car | Orlando | FL | 05/2019 | 02/2021 |
| Rosen Hotels & Resorts | Orlando | FL | 05/2018 | 05/2019 |
| College | Tallahassee | FL | 08/2013 | 05/2018 |
| Voya Financial Partners, Llc | Orlando | FL | 07/2023 | Present |
| Voya | Orlando | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-01 |
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