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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-21 |
| MA | RA | APPROVED | 2026-08-20 |
| TX | RA | APPROVED_RES | 2026-08-11 |
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 |
|---|---|---|---|---|
| M1 Finance | Chicago | IL | 11/2020 | 07/2026 |
| Health Plan One | Trumbull | CT | 05/2019 | 08/2019 |
| Yale New Haven Hospital | Bridgeport | CT | 05/2018 | 08/2018 |
| You Name It, We Do It | Fairfield | CT | 05/2017 | 08/2017 |
| Providence College | Providence | RI | 08/2016 | 05/2020 |
| Unemployed | Southport | CT | 05/2020 | 10/2020 |
| Voya Financial Advisors | Boston | MA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-08 |
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