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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-19 |
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 |
|---|---|---|---|---|
| Tavern In The Square | Littleton | MA | 09/2016 | 10/2016 |
| The Paper Store | Leominster | MA | 06/2018 | 04/2019 |
| Target Corporation | Leominster | MA | 07/2019 | 08/2019 |
| Belletetes | Winchendon | MA | 03/2020 | 08/2020 |
| Lumber Liquidators | Leominster | MA | 05/2021 | 07/2021 |
| Fidelity Investments | Merrimack | NH | 07/2021 | 03/2023 |
| Narragansett Regional School District | Templeton | MA | 09/2009 | 05/2017 |
| Westfield State University | Westfield | MA | 08/2017 | 05/2018 |
| Bridgewater State University | Bridgewater | MA | 09/2019 | 12/2019 |
| Mount Wachusett Community College | Gardner | MA | 09/2020 | 12/2020 |
| Lowe's | Leominster | MA | 01/2021 | 02/2021 |
| Fidelity Investments | Merrimack | NH | 03/2023 | 10/2025 |
| Voya Financial Advisors | Boston | MA | 11/2025 | Present |
| Voya Financial Partners, Llc | Boston | MA | 01/2026 | Present |
| Voya Retirement Advisors, Llc | Boston | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-08 |
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