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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-13 |
| NY | RA | APPROVED | 2025-10-06 |
| RI | RA | APPROVED | 2025-10-06 |
| TX | RA | APPROVED | 2025-10-06 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 04/2021 | 10/2025 |
| Wood River Baptist Church | Richmond | RI | 11/2019 | 04/2021 |
| Ymca | Richmond | RI | 07/2015 | 11/2019 |
| Cvs Health | Wakefield | RI | 05/2018 | 08/2018 |
| Bank Of America, N.A. | Lincoln | RI | 01/2023 | 10/2025 |
| Voya Financial Advisors | Boston | MA | 10/2025 | Present |
| Millstone Ministries | Richmond | RI | 12/2023 | Present |
AARON STONER POSITION: Landlord NATURE: 3 rental unit property. reside in one unit and receive income from the other 2 units INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/04/2024 ADDRESS: Cumberland RI 02864, United States DESCRIPTION: maintenance MILLSTONE MINISTRIES POSITION: Founder NATURE: Nonprofit dedicated to assist those aging out of foster care with rental assistance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2023 ADDRESS: 73 Nooseneck Hill Road, Richmond RI 02898, United States DESCRIPTION: run board meetings and delegate tasks
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-22 |
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